linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Renee Scimone Wilkinson

360 Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Renee? Claim Your Profile

About Renee Scimone Wilkinson

Renee Wilkinson is a financial professional with over 20 years of experience in the industry. Renee is currently registered as an Investment Advisor Representative with 360 Wealth Management, Inc. in Scottsdale, Arizona. Renee has a Series 63, Series 65, and Series 7 license. Renee holds a Series 63 license from the state of California and a Series 7 license from the state of Arizona. Renee is currently registered with the state of Arizona for IA. Renee previously worked with Round Hill Securities, Inc. in Alamo, California.

Firm Information

Renee Wilkinson is currently registered with 360 Wealth Management, Inc.. 360 Wealth Management, Inc. is a registered investment advisor with $21,198,813 in regulatory assets under management. They offer a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals. The firm has two licensed agents and two investment adviser representatives and primarily serves individuals other than high-net-worth individuals.

$21.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Renee Wilkinson’s Registration & Firm History

AZ

03/25/2009 - Present

360 Wealth Management, Inc. (SCOTTSDALE AZ)

CA

09/19/1995 - 03/21/1997

ROUND HILL SECURITIES, INC. (ALAMO CA)

Not sure if Renee Scimone Wilkinson is right for you?

Licenses & Designations

IA

Issued 01/25/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee Scimone Wilkinson.
Not sure if Renee Scimone Wilkinson is right for you?