Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Rennels is a financial advisor with over 25 years of experience in the financial services industry. Rhonda currently works at Steward Partners Investment Advisory, LLC, where Rhonda provides a range of advisory services including financial planning, pension consulting, and portfolio management. Rhonda is registered with the state of Oregon and the Financial Industry Regulatory Authority (FINRA). Rhonda previously worked with Morgan Stanley, RBC Capital Markets, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Rhonda is dedicated to helping individuals and families 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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/11/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CA
09/07/2012 - 11/22/2022
MORGAN STANLEY (Redding CA)
OR
02/09/2010 - 02/09/2012
RBC CAPITAL MARKETS, LLC (BEND OR)
OR
06/01/2009 - 03/01/2010
MORGAN STANLEY SMITH BARNEY (BEND OR)
OR
06/04/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEND OR)
MO
12/19/1995 - 06/08/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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