Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Pei-shih Raver is a financial professional with over 14 years of experience in the industry. Renee has a diverse background, having worked at UBS Financial Services Inc. and Morgan Stanley. Currently, Renee is a Registered Representative at Morgan Stanley, focusing on providing financial services to a wide range of clients. Renee's expertise extends to various financial areas, including investment advice, asset allocation, and financial planning. Her commitment to delivering exceptional service and personalized advice has earned her a strong reputation in the field.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/08/2018 - Present
Morgan Stanley (Los Angeles CA)
CA
06/29/2016 - 10/18/2018
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
09/24/2010 - 06/20/2016
MORGAN STANLEY (LOS ANGELES CA)
NY
06/29/2009 - 02/08/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/26/2009
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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