Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee M. Metcalf is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, Illinois. Renee holds Series 7, 63, 66, and 24 licenses. She is a registered representative of both Merrill Lynch, Pierce, Fenner & Smith Inc. and BOFA Securities, Inc. Renee has over 16 years of experience in the financial services industry. She specializes in providing investment advice to high-net-worth individuals, corporations, and institutions. Renee has a strong understanding of the financial markets and a proven track record of success. She provides a wide range of services, including financial planning, investment management, and retirement planning. Renee is committed to providing her clients with personalized advice and exceptional 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
12/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
05/10/2019 - 06/27/2022
BOFA SECURITIES, INC. (CHICAGO IL)
IL
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
09/07/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
BOTH
Issued 12/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Renee Metcalf is the right advisor for you? Invested Better is here to help.
