Renee MaloneyCRD Number: 5619890
Current Firm: Suntrust Investment Services, Inc.
Renee Maloney (CRD# 5619890) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Winter Park, FL and has over 8 years of experience in the finance industry. Renee Maloney 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2016 - Current||1|
|Suntrust Bank||Orlando, FL||Mar 2016 - Current||1|
|Fifth Third Securities||Orlando, FL||Nov 2012 - Mar 2016||3|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2008 - Nov 2012||4|
|Suntrust Bank||Orlando, FL||Nov 2008 - Nov 2012||4|
|Suntrust Mortgage, Inc.||Orlando, FL||Mar 2007 - Nov 2008||1|
|Central Florida Mortgage Corporation||Orlando, FL||Mar 2003 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV