Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Penland Sorrell is a financial advisor with Wells Fargo Clearing Services, LLC in Chapel Hill, NC. Renee has been in the industry since 2012 and has a wide range of experience in providing financial planning and investment management services to individuals, businesses, and institutions. Renee has held previous positions at Morgan Stanley, Intercarolina Financial Services, Inc., and LPL Financial LLC. Renee holds Series 7, Series 66, and SIE licenses, and is registered to provide investment advice in 46 states. In addition to working with clients, Renee is also active in the community and enjoys giving back through various charitable organizations.
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.
Investment consulting services to institutional clients
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.
1
2
NC
06/06/2022 - Present
Wells Fargo Clearing Services, LLC (CHAPEL HILL NC)
NC
01/10/2018 - 06/13/2022
MORGAN STANLEY (CHAPEL HILL NC)
NC
08/03/2015 - 07/13/2016
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
03/29/2011 - 09/17/2013
LPL FINANCIAL LLC (GREENSBORO NC)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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