Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Renneker is a financial professional with over 38 years of experience in the industry. Robert is currently registered with Momentum Independent Network Inc. and is licensed in Colorado, North Carolina, Ohio, and Virginia. Robert has previously worked with NTB Financial Corporation, Dynasty Capital Partners, Inc., H.D. Brent & Company, Inc., Program Trading Corp., Barron Chase Securities, Inc., and The Stuart-James Company, Incorporated. Robert provides financial planning, portfolio management, and educational seminars for individuals and businesses. Robert is also an independent insurance agent and has been working in insurance since February 2010.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
CO
01/03/2023 - Present
Momentum Independent Network Inc. (DENVER CO)
CO
07/30/2015 - 12/31/2022
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
CO
09/16/2010 - 02/08/2017
DYNASTY CAPITAL PARTNERS, INC. (GREENWOOD VILLAGE CO)
IL
03/12/2003 - 03/05/2009
H.D. BRENT & COMPANY, INC. (CHICAGO IL)
FL
03/14/1995 - 05/10/2001
PROGRAM TRADING CORP. (BOCA RATON FL)
FL
06/06/1992 - 12/31/1995
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CO
11/30/1983 - 12/06/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
05/01/1979 - 11/02/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/03/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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