Unclaimed
David Lane is a financial professional with over 16 years of experience in the industry. David has a Series 6 license as well as the SIE. David currently works at Nationwide Investment Services Corp. David has held previous roles at P.J. Robb Variable Corporation and Nationwide Investment Services Corporation. David is registered in eleven states including Alabama, Arkansas, California, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, and Tennessee.
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.
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.
1
2
OH
10/14/2022 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
TN
11/01/2018 - 09/25/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
OH
03/23/2006 - 01/05/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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