Renee M. Skiver

SKIVER INVESTMENT SERVICES

Allen Park, MI 48101

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CRD#: 2814080

Professional summary

Renee Mary Skiver is a registered financial advisor currently at SKIVER INVESTMENT SERVICES located in Allen Park, Michigan.

Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Renee has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Independent Insurance Agent NATURE: Insurance-Fixed Annuities; Life/Health; Long-Term Care; & Property & Casualty; Other INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/16/2015 ADDRESS: 6715 park ave, allen park MI 48101 DESCRIPTION: I offer life insurance, fixed annuities and long term care as well as everything that my I do through my broker dealer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Mary Skiver's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2018 - Present

SKIVER INVESTMENT SERVICES

Office #1: 6715 Park Avenue, Allen Park, MI 48101

RIA

CRD#: 293983

Allen Park, MI

Past

November 23, 2011 - May 1, 2018

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

ALLEN PARK, MI

Past

November 23, 2011 - May 1, 2018

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

ALLEN PARK, MI

Past

August 27, 2010 - November 30, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALLEN PARK, MI

Past

October 23, 2001 - November 30, 2011

LPL FINANCIAL LLC

CRD#: 6413

ALLEN PARK, MI

Past

February 27, 2000 - October 18, 2001

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

May 15, 1998 - February 28, 2000

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

February 27, 1998 - March 6, 1998

STANDARD BROKERAGE SERVICES, INC.

CRD#: 14387

Past

February 25, 1998 - February 28, 2000

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

December 5, 1996 - February 23, 1998

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/27/2018)

IAR

Texas
(5/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/25/2002

General Securities Principal Examination

Current Firm

SKIVER INVESTMENT SERVICES

SKIVER INVESTMENT SERVICES | SKIVER INVESTMENT SERVICES, INC.

CRD#: 293983 / SEC#:

Michigan

Registered Investment Advisory firm - (4/13/2018 Approved)

Texas

Registered Investment Advisory firm - (5/1/2018 Conditional Restricted)

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Contact information

Main Address

6715 Park Avenue, Allen Park, MI 48101

Mailing Address

Phone number

(313) 388-0486

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 20,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Renee M. Skiver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Mary Skiver's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

NATCITY INVESTMENTS, INC.

STANDARD BROKERAGE SERVICES, INC.

NATCITY INSURANCE SERVICES, INC.

NATCITY INSURANCE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2010

Series 63

Date: 12/23/1996

SIE

Date: 5/1/2018

Series 7

Date: 12/4/1996

Series 24

Date: 2/25/2002

Current Firm

SKIVER INVESTMENT SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKIVER INVESTMENT SERVICES

TRUST BUT VERIFY

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