Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Margaret Smith is a financial advisor who has been in the industry since 1999. Renee is registered with TIAA-CREF Individual & Institutional Services, LLC and is currently located in Frisco, Texas. Renee has a Series 6, 7, 63, 65, and 66 license. Renee is also registered in 51 states for broker-dealer activities and in one state for investment advisor activities. In addition to their work at TIAA-CREF Individual & Institutional Services, LLC, Renee also owns and operates a vertical farm, Misty River, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/16/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Aurora CO)
CO
06/26/2006 - 02/29/2008
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
06/26/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)
CO
11/18/2004 - 06/12/2006
WADDELL & REED, INC. (DENVER CO)
NY
07/02/1998 - 03/18/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 10/15/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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