Unclaimed
Renne Marsjanik is a financial advisor at Osaic Wealth, Inc., a firm based in Scottsdale, AZ. Renne has been in the industry since 2013 and has a broad range of experience, including working with clients in Colorado, Massachusetts and North Carolina. Renne has held several positions at other firms, including Fidelity Brokerage Services LLC, Babson Capital Securities LLC and Transamerica Capital, Inc.. Renne is licensed to conduct business in Alaska.
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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2
AZ
01/11/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CO
04/06/2017 - 06/28/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/15/2014 - 12/31/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MA
02/13/2014 - 08/05/2014
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
NC
04/04/2013 - 11/27/2013
BABSON CAPITAL SECURITIES LLC (CHARLOTTE NC)
BC
Issued 04/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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