Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Kristine Scherzer is an investment advisor representative with Onedigital Investment Advisors. Renee is a seasoned investment professional with over 20 years of experience in the financial services industry. Renee has a strong track record of providing personalized financial advice to individuals and families, helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/08/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
AZ
08/04/2006 - 02/21/2020
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
04/04/2001 - 08/23/2006
ONEAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
12/01/1999 - 03/15/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
03/18/1999 - 11/18/1999
VANGUARD CAPITAL (DEL MAR CA)
NY
05/17/1998 - 02/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
06/29/1995 - 04/23/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Renee Scherzer is the right advisor for you? Invested Better is here to help.
