Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lila? Claim Your ProfileLila Renee Marantz is a financial advisor with over 30 years of experience in the financial services industry. Lila currently works at Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advice in Hawaii and Texas. Prior to joining Stifel, Nicolaus & Company, Inc. in 2011, Lila worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Lila holds Series 3, 7, and 63 securities licenses, as well as a Series 65 investment advisor license. She has a strong track record of providing financial advice to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (HONOLULU HI)
HI
06/01/2009 - 07/15/2011
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
NY
11/23/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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