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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hart Lannan is a financial advisor at Morgan Stanley. James has been in the financial industry since 2001. James has a strong track record of providing financial advice and investment management services to individuals, families, and institutions. James is a licensed investment advisor in Minnesota and Texas. James is also a licensed securities representative in several other states. James is committed to providing his clients with personalized financial advice and investment management services that are tailored to their specific needs and goals. James has experience in various aspects of financial planning, including retirement planning, college savings, estate planning, and investment management. James is also well-versed in a variety of investment strategies and asset classes, and he is dedicated to staying up-to-date on the latest market trends and developments. James's clients appreciate his commitment to providing them with the information and guidance they need to make informed financial decisions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
08/02/2013 - Present
Morgan Stanley (Minneapolis MN)
MN
10/03/2001 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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