Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Renye is a financial advisor who has been working in the industry since 2002. William is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and has been with the firm since 2017. William also has past experience working with Capital Analysts, Incorporated, Nuveen Investments, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. William holds Series 66, SIE and Series 7 licenses. William provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors and portfolio management for individuals and businesses.
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.
Solicitation fees from 3rd party money managers
1
2
PA
03/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (Berwyn PA)
PA
04/14/2009 - 07/06/2009
CAPITAL ANALYSTS, INCORPORATED (KING OF PRUSSIA PA)
PA
06/11/2002 - 12/31/2008
NUVEEN INVESTMENTS, LLC (RADNOR PA)
MN
09/14/2000 - 01/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/2000 - 01/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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