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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Johanna Hof-lacey is a financial advisor in Birmingham, MI with over 30 years of experience in the industry. She is a registered representative with Raymond James & Associates, Inc. She is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Maine, Maryland, Michigan, Montana, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Utah, and Virginia. Previously, Renee Johanna Hof-lacey has held positions at MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Renee Johanna Hof-lacey holds Series 7, Series 31, Series 63, and Series 65 licenses.
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.
Please see note in schedule d - miscellaneous
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.
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2
MI
08/17/2020 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
06/01/2009 - 08/18/2020
MORGAN STANLEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
08/02/1993 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
OH
01/21/1993 - 08/05/1993
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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