Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Lynne Michel is a financial advisor with over 8 years of experience in the industry. Renee is currently registered with Osaic Wealth, Inc. in Westminster, Colorado, and is also registered with the state of Colorado. Previously, Renee was registered with Securities America, Inc. and TD Ameritrade, Inc. Renee holds Series 7 and Series 63 licenses and the SIE exam. Renee has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Renee focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
1
2
CO
06/14/2024 - Present
Osaic Wealth, Inc. (WESTMINSTER CO)
CO
07/25/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WESTMINSTER CO)
NE
02/26/2018 - 05/31/2018
TD AMERITRADE, INC. (OMAHA NE)
CO
01/01/2016 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BC
Issued 01/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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