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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lane is a financial advisor with Equitable Advisors, LLC. Bryan has been in the financial services industry since March 16, 2002. Bryan is registered with the Securities and Exchange Commission and is a Registered Representative of FINRA. Bryan holds the Series 7 and Series 66 licenses and the SIE exam. Bryan has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Bryan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Bryan is affiliated with the Equitable Advisors, LLC branch office in Powell, Ohio.
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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2
OH
11/22/2019 - Present
Equitable Advisors, LLC (POWELL OH)
OH
03/26/2008 - 04/02/2009
MUTUAL SERVICE CORPORATION (POWELL OH)
OH
09/30/2003 - 03/27/2008
AMERICAN GENERAL SECURITIES INCORPORATED (POWELL OH)
WI
03/11/2002 - 09/23/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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