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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 Wendy Senes is a financial advisor who has been in the industry since 1994. Renee currently works at LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. Prior to joining LPL Financial LLC, Renee worked for VOYA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP. Renee holds a Series 6, Series 7, and Series 63 license and has also passed the SIE and Series 65 exams. Renee is licensed to provide investment advice in Massachusetts and Texas. She is also registered in California, Connecticut, Florida, Maine, New Hampshire, New York, North Carolina, Ohio, Rhode Island, and Texas. Renee's areas of expertise include financial planning, portfolio management, and retirement planning. She is committed to helping her clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
04/30/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
10/30/2015 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (Concord MA)
MA
01/03/2006 - 11/11/2015
INVESTORS CAPITAL CORP. (HARVARD MA)
MA
05/23/1994 - 12/31/2005
COMMONWEALTH FINANCIAL NETWORK (HARVARD MA)
IA
Issued 12/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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