Renee Hefner (CRD# 5567139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 12 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4843791
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Canfield, OH | Jan 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Cortland, OH | Aug 2015 - Dec 2020 | 5 |
| J.p. Morgan Securities LLC | Youngstown, OH | Oct 2012 - Aug 2015 | 2 |
| Jpmorgan Chase Bank Na | Youngstown, OH | Jul 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- OH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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