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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 Lofland is an investment advisor representative with Morgan Stanley. Renee has been in the securities industry since 2007 and has experience in providing financial planning, pension consulting, and educational seminars. Renee is registered to provide investment advice in 53 states and the District of Columbia. Renee has worked for several firms including Valic Financial Advisors, Inc., Ameriprise Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Renee's specializations include providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and other businesses. Renee has also worked with a variety of investment vehicles, including pooled investment vehicles, pension and profit-sharing plans, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
09/15/2015 - Present
Morgan Stanley (Houston TX)
TX
07/17/2013 - 03/02/2015
MORGAN STANLEY (HOUSTON TX)
TX
12/08/2011 - 07/18/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/01/2011 - 12/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
12/06/2007 - 11/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 01/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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