Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Worrell-samoil is a financial advisor with Wells Fargo Clearing Services, LLC. Renee has been working in the financial industry since 1991 and has a wide range of experience in the field. Renee is registered with FINRA as well as the states of Arkansas, Massachusetts, New Jersey, Pennsylvania, and Utah. Renee is a Series 7, 3, 10, 24, 63, and 65 licensed representative, and is committed to providing her clients with the highest level of service.
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
PA
07/25/2018 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
NY
03/08/2006 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
12/13/2001 - 08/04/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
12/02/1994 - 08/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/06/1992 - 08/12/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
11/15/1991 - 02/12/1992
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
08/07/1990 - 10/30/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
07/18/1989 - 02/21/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1989
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 10/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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