Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rena? Claim Your ProfileRena Fields is a financial advisor with over 20 years of experience in the industry. She joined Stifel, Nicolaus & Company, Inc. in 2017. Prior to that, Rena worked with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Rena holds Series 7 and Series 66 securities licenses as well as the SIE exam. Rena is registered in multiple states. Rena's specializations include investment and portfolio management for individuals, businesses, and pooled investment vehicles. She is also qualified to provide financial planning services.
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
MI
11/27/2017 - Present
Stifel, Nicolaus & Company, Inc. (PORTAGE MI)
MI
07/01/2003 - 05/08/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTAGE MI)
NY
12/16/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
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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