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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 Mancinelli is a financial advisor with Wells Fargo Clearing Services, LLC. Renee has been in the financial services industry since 1994. Prior to joining Wells Fargo Clearing Services, LLC, Renee was an advisor at Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Renee holds a Series 3, 7, 9, 10, 63, and 65 license. Renee provides financial planning, portfolio management, and investment consulting services to institutional clients. Renee is registered with the Securities and Exchange Commission (SEC) and has a current registration status of Approved.
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.
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.
Investment consulting services to institutional clients
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.
1
2
ID
03/25/2019 - Present
Wells Fargo Clearing Services, LLC (COEUR D'ALENE ID)
CA
06/01/2009 - 04/01/2019
MORGAN STANLEY (SANTA BARBARA CA)
CA
07/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA BARBARA CA)
CA
04/20/1995 - 07/24/2008
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
NY
01/14/1994 - 04/14/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
08/20/1993 - 12/22/1993
MERIDIAN ASSOCIATES, INC.
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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