Renee Marinez (CRD# 6638974) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vincere Wealth Management, LLC | Indianapolis, IN | Jul 2021 - Current | 2 |
| Bank Of America, N.a. | Denver, CO | Aug 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver, CO | Jun 2017 - Current | 6 |
| Taft's Ale House | Cincinnati, OH | Nov 2016 - May 2018 | 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2014 - Apr 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel, IN | Jun 2017 - Aug 2017 | < 1 |
| Wealth Plan Partners | Chagrin Falls, OH | May 2016 - Aug 2016 | < 1 |
| Cleveland Indians Organization | Cleveland, OH | May 2016 - Aug 2016 | < 1 |
| J. Crew | Westlake, OH | Nov 2015 - Jul 2016 | < 1 |
| Walden Wealth Partners | Solon, OH | May 2015 - Aug 2015 | < 1 |
| Practical Financial Planning | Cleveland, OH | Jun 2014 - Aug 2014 | < 1 |
| Magnificat High School | Rocky River, OH | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- TX
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Total Assets Under Management62MILLIONS
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Total Number of Accounts731ACCOUNTS
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Average Account Value$84,832
- A percentage of assets under your management
- 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)
AR, CA, CO, FL, GA, IL, IN, LA, MA, MN, MO, MT, NE, NH, NY, OH, OR, PA, TX, UT, WA
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