Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Marie Fries is a financial professional with over 30 years of experience in the industry. Renee is currently registered with Oneamerica Securities, Inc. and has been with the firm since March 2011. Renee specializes in a variety of services including financial planning, pension consulting, and portfolio management. Renee is also a Chartered Financial Consultant.
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.
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2
MI
12/06/2016 - Present
Oneamerica Securities, Inc. (Grand Rapids MI)
BC
Issued 08/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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