RP
RP
Renay Polite-Neilly
25 Years of Experience
Miami, FL
1 DisclosureBrokerSells Insurance
Renay Polite-Neilly is a registered investment advisor, based in Miami, FL, with 25 years of industry experience.
Location
5030 NW 183rd Street, Miami, FL, 33055
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Regulatory History (1)
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Judgment / Lien
April 2018Other Business ActivitiesSells Insurance
Renay sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week. Renay also owns and manages multiple rental properties and is the President of Neilly Financial Services, which provides financial, accounting, tax preparation and insurance services, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
February 2013 - September 2025 · 12 yrs 7 mos
Avantax Investment Services, INC.Broker
May 2000 - September 2025 · 25 yrs 4 mos
State Registrations3 states
FLGAMI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.