Renata
Schindler
Infinex Investments, Inc
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About this Advisor
Renata Schindler is a financial advisor based out of Watertown, Massachusetts with a total of 3 years of relevant experience. Schindler is an advisor for Infinex Investments, Inc. Over the course of their career, they have held roles at Citizens Bank, Bank Of America, Envision Bank, Infinex Investments, Inc and Watertown Savings Bank. Schindler maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Massachusetts. Infinex Investments, Inc is a company that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It handles $3 billion in assets under management among its 8,831 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 78 charities and foundations. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services are based on which services are offered. Fee types charged by Infinex Investments, Inc likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Renata Schindler Work History
Renata has been registered as a financial advisor for 3 years.*
Watertown Savings Bank
Infinex Investments, Inc
Envision Bank
Citizens Bank
Bank Of America
Citizens Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Renata Schindler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
Brooklyn, NY
Kent City, MI
Bronx, NY
Fletcher, NC
Pittsburgh, PA
Springfield, IL
Ellsworth, ME
Meriden, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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