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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Ubs Financial Services Inc.||St. Louis, MO||Oct 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- 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