Paul RennerCRD Number: 5572397
Current Firm: Ubs Financial Services Inc.
Paul Renner (CRD# 5572397) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Ubs Financial Services Inc.||St. Louis, MO||Oct 2015 - Current||1|
|Bank Of America, N.a.||St. Louis, MO||Dec 2009 - Oct 2015||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||St. Louis, MO||Jul 2008 - Oct 2015||7|
|Unemployed||St. Louis, MO||Jan 2008 - Jul 2008||< 1|
|Washington University In St. Louis||St. Louis, MO||Sep 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV