Renata SchindlerCRD Number: 6553298
Current Firm: Infinex Investments, Inc.
Renata Schindler (CRD# 6553298) is an Investment Advisor Representative working at Infinex Investments, Inc. in Braintree, MA and has over 6 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Infinex Investments, Inc.||Meriden, CT||Feb 2020 - Current||1|
|Envision Bank||Braintree, MA||Mar 2018 - Current||3|
|Citizens Bank||West Roxbury, MA||Sep 2014 - Mar 2018||3|
|Bank Of America||Hollywood, FL||Aug 2013 - Aug 2014||1|
|Citizens Bank||Norwood, MA||Mar 2011 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
|S63||Uniform Securities State Law Examination||Nov 2015|
Total Assets Under Management2,547MILLIONS
Total Number of Accounts8,349ACCOUNTS
Average Account Value$305,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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