Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Donald Lane is a financial advisor who has been in the industry since December 9, 2003. Currently, Gerald Donald Lane is registered with Fidelity Brokerage Services LLC. Previously, Gerald Donald Lane has worked at Chase Investment Services Corp., WAMU Investments, Inc., Quick & Reilly, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., PFS Investments Inc., Charles Schwab & Co., Inc., First American National Securities, Inc., Norstar Brokerage Corporation, and Allied Capital Group, Inc. Gerald Donald Lane holds the Series 63, 65, 8, 7TO, SIE, and 7 licenses.
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
FL
10/05/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
05/02/2009 - 05/08/2009
CHASE INVESTMENT SERVICES CORP. (HIALEAH FL)
FL
10/11/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (HIALEAH FL)
NY
11/20/2000 - 08/14/2001
QUICK & REILLY, INC. (NEW YORK NY)
MO
10/01/2000 - 11/15/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
01/26/1998 - 09/21/1998
PFS INVESTMENTS INC. (DULUTH GA)
TX
07/23/1991 - 06/03/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
02/26/1990 - 08/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
12/03/1987 - 03/07/1989
NORSTAR BROKERAGE CORPORATION
NA
09/22/1987 - 12/17/1987
ALLIED CAPITAL GROUP, INC.
BC
Issued 10/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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