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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 Sue Davies is a financial advisor at Chapel Bridge Wealth Advisors. Renee has over 20 years of experience in the financial services industry, beginning her career at Merrill Lynch. Prior to joining Chapel Bridge Wealth Advisors, Renee was a financial advisor at MPI Financial and McDonald Investments Inc. Renee is a registered Investment Advisor in Ohio and Puerto Rico. Renee's specialization is in financial planning, portfolio management, and family office and wealth planning services.
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.
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.
Advisory consulting; family office and wealth planning services
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.
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PR
10/19/2022 - Present
Chapel Bridge Wealth Advisors (SAN JUAN PR)
OH
07/09/1999 - 05/05/2000
MPI FINANCIAL (COLUMBUS OH)
OH
11/09/1998 - 06/28/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/09/1998 - 11/09/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
OH
11/18/1996 - 01/08/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
12/13/1994 - 11/12/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/12/1994 - 11/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1996
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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