Unclaimed
Eva Sue McLane is a financial professional with over 16 years of experience in the financial services industry. Eva currently holds a Series 6 and Series 63 license and has her SIE exam. Eva is registered with Packerland Brokerage Services, Inc. and has a branch office in Green Bay, WI. Eva specializes in providing financial planning, pension consulting, and educational seminars to her clients. Previously, Eva was a registered representative with Woodbury Financial Services, Inc., Securities America, Inc., and Brecek & Young Advisors, Inc. Eva has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.
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.
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
WI
03/22/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
06/20/2018 - 09/20/2022
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
01/23/2009 - 06/20/2018
SECURITIES AMERICA, INC. (SACRAMENTO CA)
CA
09/18/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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