Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Woodford is a registered representative with RBC Capital Markets, LLC. Renee has been in the financial services industry since 1999 and has been registered with RBC Capital Markets, LLC since 2014. Renee holds Series 6, 7, and 66 securities licenses and is registered with the states of Texas, Minnesota, and all others listed in the profile. Renee has experience working with individuals, high net worth individuals, corporations, and other entities. Prior to joining RBC Capital Markets, LLC, Renee held positions at Oppenheimer & Co. Inc., SII Investments, Inc., Wells Fargo Investments, LLC, Royal Alliance Associates, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
02/22/2017 - Present
RBC Capital Markets, LLC (SHOREVIEW MN)
MN
02/16/2011 - 01/16/2014
OPPENHEIMER & CO. INC. (MINNEAPOLIS MN)
MN
02/12/2010 - 02/10/2011
SII INVESTMENTS, INC. (EDINA MN)
MN
11/24/2008 - 01/27/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
03/16/2006 - 11/07/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MAPLE GROVE MN)
MN
03/26/2001 - 08/08/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/2001 - 08/08/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/17/1997 - 09/08/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/17/1997 - 09/08/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, 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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