Maxie WrennCRD Number: 1849570
Current Firm: Wrenn Financial Strategies, Inc.
Maxie Wrenn (CRD# 1849570) is an Investment Advisor Representative working at Wrenn Financial Strategies, Inc. in Raleigh, NC and has over 28 years of experience in the finance industry. Maxie Wrenn 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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|Wrenn Financial Strategies, Inc.||Raleigh, NC||May 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
Total Assets Under Management131MILLIONS
Total Number of Accounts564ACCOUNTS
Average Account Value$231,454
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, TX