Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alana? Claim Your ProfileAlana Light is an investment advisor representative with McLean Asset Management Corp. with over 10 years of experience in the financial services industry. Alana specializes in providing financial planning and portfolio management services to individuals, families, and businesses. She is a Certified Financial Planner (CFP®) and holds the Series 6, 7, 63 and 65 licenses. Her past experience includes roles at Nationwide Securities, LLC, NYLIFE Securities LLC, and First Command Financial Planning, Inc. Alana is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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VA
02/26/2018 - Present
McLean Asset Management Corp. (TYSONS VA)
MD
05/11/2016 - 02/15/2018
NYLIFE SECURITIES LLC (BETHESDA MD)
VA
04/01/2014 - 09/14/2015
NATIONWIDE SECURITIES, LLC (HERNDON VA)
VA
07/26/2013 - 10/21/2013
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
VA
07/19/2011 - 06/07/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (ALEXANDRIA VA)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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