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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 Robin Reksc is an investment advisor representative with Cadaret, Grant & Co., Inc. based in Binghamton, NY. Renee has been in the industry since August 1995, having previously worked at Essex Capital Markets, Inc. and Cushing Capital Corporation. Renee holds several licenses, including Series 6, 7, 26, 63, and 65, demonstrating a wide range of investment knowledge and experience. She is registered as a Broker-Dealer in 17 states and as an Investment Advisor Representative in New York. Renee is known for providing financial planning and portfolio management services to individuals, corporations, and businesses. Renee also specializes in working with pension and profit-sharing plans and 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.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (BINGHAMTON NY)
NY
08/31/1995 - 08/28/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NA
08/28/1995 - 10/04/1995
CUSHING CAPITAL CORPORATION
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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