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 Miller is an investment advisor representative registered with Wells Fargo Clearing Services, LLC since 2011. Renee has been working in the financial services industry since 2004. Prior to joining Wells Fargo Clearing Services, LLC, Renee was registered with WELLS FARGO INVESTMENTS, LLC. Renee holds the Series 66, Series 10, Series 9, SIE, and Series 7 securities licenses. Renee is registered to provide investment advice in 40 states. Renee has provided investment advice to corporations, individuals, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
Investment consulting services to institutional clients
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
OR
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SALEM OR)
OR
07/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALEM OR)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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