Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Lynn Berreth has been in the financial industry for over 14 years. Renee is a registered representative and investment advisor representative with Osaic Wealth, Inc. Renee is a Series 7, 66, and 24 licensed professional who is committed to providing financial advice and portfolio management to her clients. Renee provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Prior to joining Osaic Wealth, Inc., Renee was employed by Commonwealth Financial Network and Wells Fargo Advisors. Renee's experience and qualifications make her a valuable resource for clients seeking financial guidance.
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.
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.
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.
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2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
TN
09/02/2011 - 09/02/2014
COMMONWEALTH FINANCIAL NETWORK (BRENTWOOD TN)
TN
02/28/2011 - 09/06/2011
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
TN
07/02/2009 - 03/15/2011
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 11/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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