Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Suzanne Post is a financial advisor with over 20 years of experience in the industry. Renee has a broad background in financial services, with experience as an independent insurance agent for various insurance companies and as the president and advisory representative of a registered investment advisor (RIA). Renee holds the Series 7, Series 24, and Series 66 licenses and is a Certified Financial Planner (CFP). Renee currently works with Asset Planning Corp. in West Palm Beach, Florida, and has a proven track record of providing personalized financial advice to individuals, families, and businesses. Renee is passionate about helping clients achieve their financial goals. Renee's expertise includes financial planning, portfolio management, and retirement planning. Renee can provide investment advice to individuals, businesses, and retirement plans, including pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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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2
FL
08/17/2021 - Present
Asset Planning Corp. (WEST PALM BEACH FL)
FL
08/04/2000 - 06/29/2007
MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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