Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Renegar is a financial advisor with Vanguard Advisers, Inc. based in Charlotte, NC. Robert has been in the financial services industry since 2013 and holds Series 6, 7, 63, and 65 licenses. He has experience working with various client types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert also has a background in financial planning, providing services such as portfolio management, selection of other advisors, and portfolio management for businesses. Robert's firm offers various investment advisory services including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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
NC
05/11/2018 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
08/08/2013 - 07/11/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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