Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renora? Claim Your ProfileRenora Lee Nelson is an active investment advisor representative with Edward Jones. Renora has been in the industry since September 25, 2002. Renora has passed the Series 63, Series 66, and Series 65 exams, and also the Series 7 and Series 24 exams. Renora has been registered with Edward Jones since September 5, 2006. Renora has a broad experience across various firms including LPL Financial LLC, Securities America, Inc., E*TRADE SECURITIES LLC, and Charles Schwab & Co., Inc. Renora has been registered with Edward Jones since July 26, 2022, and has a current registration in Georgia and Texas. Renora provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Renora's firm is committed to providing a high level of personalized service to clients. Renora is dedicated to helping 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.
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.
See schedule d - miscellaneous
1
2
GA
08/03/2023 - Present
Edward Jones (COVINGTON GA)
GA
01/28/2011 - 07/29/2022
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
03/01/2010 - 02/01/2011
SECURITIES AMERICA, INC. (LAWRENCEVILLE GA)
GA
11/13/2007 - 03/02/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
09/05/2006 - 10/24/2007
EDWARD JONES (FLOWERY BRANCH GA)
TX
05/03/2005 - 11/02/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/06/2001 - 03/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Renora Nelson is the right advisor for you? Invested Better is here to help.
