Unclaimed
Victoria Renner is a registered representative with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC, with a focus on providing investment consulting services to institutional clients. Victoria's experience in the industry dates back to August 30, 2013, and she holds Series 3, 4, 7, 24 and 63 licenses. Victoria has been registered with the state of Missouri since September 8, 2023, and previously worked with Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
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.
Investment consulting services to institutional clients
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
MO
09/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
07/20/2022 - 08/29/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
NE
07/20/2022 - 08/29/2023
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
07/20/2022 - 08/29/2023
TD AMERITRADE, INC. (OMAHA NE)
MO
02/22/2017 - 07/19/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
02/09/2017 - 07/19/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/13/2013 - 01/30/2017
SCOTTRADE, INC. (ST LOUIS MO)
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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