Renee Vanek, financial advisor Berlin CT
96 score

Renee Vanek

CRD Number: 1353046
Current Firm: Commonwealth Financial Network

Renee Vanek (CRD# 1353046) is an Investment Advisor Representative working at Commonwealth Financial Network in Berlin, CT and has over 30 years of experience in the finance industry. Renee Vanek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2014 - Current 2
Unemployed Basking Ridge, NJ Jun 2014 - Nov 2014 < 1
Invest Financial Corporation Basking Ridge, NJ Jan 2013 - Jun 2014 1
Affinity Federal Credit Union Basking Ridge, NJ Jun 2007 - Jun 2014 7
Affinity Investment Services, LLC Basking Ridge, NJ Jun 2007 - Jan 2013 5
People's Securities, Inc. Bridgeport, CT Apr 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Renee P. Vanek
Phone Number: 781-736-0700
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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