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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee M.h. Lee is a financial advisor with The Wealth Consulting Group. Renee has been in the financial services industry since 2005 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Renee is a registered representative with LPL Financial and is also a Registered Investment Advisor in New Mexico. Renee has a strong commitment to helping her clients achieve their financial goals and is passionate about providing them with the best possible advice and service.
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.
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
NM
01/06/2022 - Present
THE Wealth Consulting Group (Albuquerque NM)
NM
05/15/2013 - 11/17/2014
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
NM
04/04/2012 - 01/02/2013
FSC SECURITIES CORPORATION (ALBUQUERQUE NM)
NM
04/13/2005 - 01/18/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
BOTH
Issued 11/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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