RA

Renee Cheri Albrecht

IAR
RR
renee cheri albrecht,renee sheri albrecht,renee papineau
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Renee Cheri Albrecht, who also goes by Renee Cheri Albrecht, Renee Sheri Albrecht, Renee Papineau, is a registered financial advisor at J. W. COLE ADVISORS, INC. located in Red Hook, New York and J.W. COLE FINANCIAL, INC. located in Red Hook, New York.

Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Renee has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information

ADVISOR PROFILE
Other Business
1) DBA - Valley Investment Planning Services, Inc.; investment related; owner/director - start date 1/4/2021; 7405 South Broadway, Red Hook, NY 12571; run the office, meet with clients, etc. This is a longtime DBA for financial practice that just incorporated; 160 hours per month; 97 hours during trading. 2)ARKKC Holdings LLC; not investment related; owner - start date 12/29/2020; 47 Grace Lane Pleasant Valley, NY 12569; rental property; 4 hours per month, 0 hours during trading.
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CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (13)
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RR
Alabama (7/10/2019)
RR
Connecticut (10/5/2017)
RR
Florida (10/5/2017)
RR
Kentucky (3/11/2021)
RR
Massachusetts (10/5/2017)
RR
Nevada (10/5/2017)
RR
New Jersey (10/5/2017)
RR
New York (10/5/2017)
IAR
New York (3/30/2021)
RR
North Carolina (10/5/2017)
RR
Ohio (10/5/2017)
RR
Pennsylvania (10/5/2017)
RR
South Carolina (10/5/2017)
SRO REGISTRATIONS (1)
RR
FINRA APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
J. W. COLE ADVISORS, INC. (#112294)
7405 South Broadway, Red Hook, NY, 12571
3/30/2021 - Current
BD
J.W. COLE FINANCIAL, INC. (#124583)
7405 South Broadway, Red Hook, NY, 12571
10/5/2017 - Current
PREVIOUS EMPLOYERS (2)
BD
NATIONAL PLANNING CORPORATION (#29604)
4/13/2007 - 10/12/2017
Red Hook, NY
BD
SECURITIES AMERICA, INC. (#10205)
3/12/2001 - 4/27/2007
Red Hook, NY
RA
Claim Profile

Renee Cheri Albrecht

IAR
RR
Experience: 22 years / 4 firms
CRD#: 4219770


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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