Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renita? Claim Your ProfileRenita Eileen Lee is a financial professional with over 28 years of experience in the industry. Renita is currently registered with Osaic Wealth, Inc. and is located in Grangeville, ID. Previously, Renita has worked with several other firms, including Securities America, Inc., Fintegra, LLC, and LPL Financial LLC.
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.
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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ID
06/14/2024 - Present
Osaic Wealth, Inc. (GRANGEVILLE ID)
ID
07/14/2015 - 06/14/2024
SECURITIES AMERICA, INC. (GRANGEVILLE ID)
ID
04/16/2013 - 07/23/2015
FINTEGRA, LLC (GRANGEVILLE ID)
ID
05/17/2011 - 04/17/2013
LPL FINANCIAL LLC (GRANGEVILLE ID)
WA
08/09/2004 - 05/20/2011
FINTEGRA, LLC (CLARKSTON WA)
CA
07/09/2003 - 08/16/2004
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
NJ
10/25/1995 - 08/08/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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