Unclaimed
Renee Marie Ostrander-miller is a financial advisor with Edward Jones. She is a registered representative with both the Financial Industry Regulatory Authority (FINRA) and the state of Arizona, and she has been in the industry since 2006. Renee is also a Certified Financial Planner (CFP®). She has her Series 7, 66, and SIE registrations. Renee offers a variety of financial services, including financial planning, portfolio management, and investment advice. She works with a variety of clients, including individuals, families, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
AZ
01/19/2007 - Present
Edward Jones (CHANDLER AZ)
BOTH
Issued 01/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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