Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alanna? Claim Your ProfileAlanna Renee Lacey is a financial advisor with over 10 years of experience in the industry. Alanna is currently registered with First Citizens Investor Services, Inc. in Phoenix, AZ. Previously, she worked with LPL FINANCIAL LLC and COMERICA SECURITIES. Alanna has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance. She has a broad range of experience in financial planning, portfolio management, and investment strategies. Alanna is also a licensed Series 7, Series 63, Series 66, and SIE representative.
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.
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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AZ
10/13/2023 - Present
First Citizens Investor Services, Inc. (Phoenix AZ)
AZ
07/02/2013 - 08/14/2018
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
02/01/2010 - 05/05/2011
COMERICA SECURITIES (PHOENIX AZ)
BC
Issued 11/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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