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 oien Gubrud is a financial advisor currently associated with UBS Financial Services Inc. in Wayzata, Minnesota. Renee has been in the financial services industry since 2002. Prior to joining UBS Financial Services Inc., Renee worked at WELLS FARGO CLEARING SERVICES, LLC and U.S. BANCORP INVESTMENTS, INC.. Renee is licensed in the state of Minnesota.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
09/28/2021 - Present
UBS Financial Services Inc. (Wayzata MN)
MN
12/17/2015 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (SAINT PAUL MN)
MN
07/18/2002 - 09/22/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT ANTHONY MN)
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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