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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renita? Claim Your ProfileRenita Owens is a financial advisor who has been in the industry since 2001. Renita Owens has been with Capital Investment Advisory Services, LLC since January 2013 and is registered with the state of South Carolina. Previously, Renita Owens worked with W.C. Smith & Company, Inc. Renita Owens offers a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Renita Owens also has experience in providing advisory services for charitable organizations and 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.
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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NC
01/07/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
SC
05/21/2001 - 02/13/2004
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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