Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Ruth Rinaldi is an active financial advisor, currently working with Janney Montgomery Scott LLC. Renee has been in the industry since 2002 and holds both Series 66 and Series 7 licenses. Renee has a strong background in the financial services industry, having worked with several firms including Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Renee is currently registered with the states of Arizona, New York, and Pennsylvania.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/19/2009 - Present
Janney Montgomery Scott LLC (MOOSIC PA)
PA
01/01/2008 - 03/20/2009
WACHOVIA SECURITIES, LLC (SCRANTON PA)
PA
06/29/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SCRANTON PA)
MO
09/04/2002 - 03/11/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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