Rena Z Li

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 01/2024
  Woodbury Financial Services, Inc
  Diamond Bar, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Diamond Bar, CA

Previous Registrations

• 2011-01-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Diamond Bar, CA
• 2009-02-17 → 2010-07-26
  Thrivent Investment Management Inc.
  San Dimas, CA
  San Dimas, CA

Other Businesses

RENA Z. LI POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/16/1999 ADDRESS: 21671 Gateway Center Dr., Diamond Bar CA 91765, United States DESCRIPTION: Introduce appropriate traditional life & health insurance and non-variable annuity based on clients' needs.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-16
• S63 Uniform Securities Agent State Law Examination
  1999-03-09

Other Names

• Rena Zhirong Li
• Zhirong Li
• Zhirong Li
• Rena Zhirong Li