Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Haynes is a Registered Representative with over 15 years of experience in the financial industry. Renee is licensed in Oklahoma and currently works for BOK Financial Securities, Inc.. Renee has worked for several firms during her career, including Raymond James & Associates, Inc., Wachovia Securities, LLC and UBS Financial Services, Inc. Renee has a strong background in financial planning and portfolio management and specializes in providing advice to individuals, businesses and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
02/17/2016 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
04/19/2010 - 08/28/2015
RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)
OK
12/15/2006 - 09/29/2008
WACHOVIA SECURITIES, LLC (EDMOND OK)
OK
04/04/2006 - 01/08/2007
UBS FINANCIAL SERVICES INC. (EDMOND OK)
BOTH
Issued 06/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Renee Haynes is the right advisor for you? Invested Better is here to help.
