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Lanetta Rene Phillips

Interactive Brokers LLC

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About Lanetta Rene Phillips

Lanetta Rene Phillips is a registered representative with Interactive Brokers LLC, a firm she has been with since July 2004. Lanetta's experience in the financial industry spans over 23 years, with her first registration dating back to December 1998. In addition to holding Series 7, 24, and 63 licenses, Lanetta also passed the SIE exam in 2018. Lanetta has held previous positions at BANC ONE SECURITIES CORPORATION and DEAN WITTER REYNOLDS INC. Currently, Lanetta is registered with the state of Illinois.

Firm Information

Lanetta Phillips is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lanetta Phillips’s Registration & Firm History

IL

07/02/2004 - Present

Interactive Brokers LLC (CHICAGO IL)

IL

01/14/2000 - 03/22/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

12/14/1998 - 08/18/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 02/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lanetta Rene Phillips.
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