Renee graduated from Florida Atlantic University with a Bachelors of Arts (BA) degree in Communications. She then joined Financial Planning Investment Group in 1999. Renee specializes in mutual fund and annuity analysis. Since joining the firm, Renee has earned her Series 7, 24 & 66 registrations and the Certified Financial Planner (CFP®) designation. She also holds insurance licenses in life, health and annuities.
- Renee holds securities registrations 7, 24 & 66 and can offer securities in the following states: AR, AZ, CA, CT, FL, GA, IL, IN, LA, ME, MD, MA, MI, MN, MT, NE, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX,
VT, VA, and WA. - Renee is licensed to sell insurance & annuity products in the following states: FL, GA, NH, NJ and NY.
- As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the states of CA, FL, LA, NE, NH and NC.