Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renu? Claim Your ProfileRenu Jain is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Garden City, New York. Renu has over 25 years of experience in the financial services industry, specializing in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Renu holds both Series 6 and Series 7 licenses, as well as Series 63 and Series 65 licenses, which allows Renu to provide a comprehensive range of investment services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (HEWLETT NY)
NY
08/04/1995 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
11/30/1989 - 06/08/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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