Unclaimed
Renee Varner has been in the financial services industry since 2000 and is currently a registered representative with Cetera Investment Advisers LLC in Beaver Falls, PA. Renee has experience with various investment products and services and is a licensed Series 6, 7, 24, 63, and 65 representative. Renee was previously employed with Citizens Securities, Inc. and Dreyfus Investment Services Company, LLC. Renee is dedicated to providing personalized financial advice to her clients.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/18/2015 - Present
Cetera Investment Advisers LLC (Beaver Falls PA)
PA
05/08/2002 - 11/27/2015
CITIZENS SECURITIES, INC. (BEAVER FALLS PA)
PA
03/22/2000 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
IA
Issued 7/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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