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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Michelle Fourcade is a financial advisor currently affiliated with UBS Financial Services Inc. in Los Angeles, CA. Renee has been in the securities industry since 1982. Before joining UBS, Renee worked at J.P. Morgan Securities Inc. Renee has a diverse background in the industry and holds multiple licenses including Series 7, 63, 65, 72 and SIE. Renee specializes in providing financial advice to high net worth individuals, corporations, and charitable organizations. Renee also offers financial planning, pension consulting, and educational seminars. Renee has a long history of providing financial advice and is committed to helping her clients reach their financial goals.
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
CA
09/03/2010 - Present
UBS Financial Services Inc. (Los Angeles CA)
CA
07/22/1988 - 07/27/2010
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
NA
06/08/1984 - 07/29/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/09/1983 - 06/04/1984
SUTRO & CO. INCORPORATED
NA
03/29/1983 - 06/13/1983
BEAR, STEARNS & CO.
NA
05/06/1982 - 04/04/1983
OPPENHEIMER & CO., INC.
IA
Issued 06/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities 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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