Renee Servis, financial advisor Casey IL
93 score

Renee Servis

CRD Number: 4488899
Current Firm: Cetera Advisor Networks LLC

Renee Servis (CRD# 4488899) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Casey, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
First Neighbors Bank Casey, IL Feb 2001 - Current 15
Financial Network Investment Corp El Segundo, CA Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Renee R. Servis
Phone Number: 310-326-3100
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
93
Clean Record
This advisor has a clean track record with regulators.

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