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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 Suzanne Barratiere is an investment advisor representative at Fenimore Asset Management, Inc. Renee has been in the industry since 1984 and has a wide range of experience in investment advising. Renee has worked for Charles Schwab & Co., Inc. in the past, and she has held various leadership roles at Fenimore Asset Management, Inc.. Renee has several professional designations, including a Series 7 and a Series 66 license. Renee is committed to providing her clients with the highest quality financial advice. She is dedicated to understanding each client's unique needs and goals, and she works closely with her clients to develop personalized investment strategies. Renee has a strong reputation for integrity and professionalism, and she is a trusted advisor to her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/17/2000 - Present
Fenimore Asset Management, Inc. (COBLESKILL NY)
TX
08/22/1984 - 03/15/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/14/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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