Unclaimed
James Michael Laneve is a financial advisor with Laneve Financial Guidance LLC in Lynchburg, Virginia. James Michael Laneve has been a registered investment advisor since 2010 and previously worked at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. James Michael Laneve is a Certified Financial Planner and holds the Series 6, Series 7 and Series 63 licenses. James Michael Laneve has experience in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
03/08/2010 - Present
Laneve Financial Guidance LLC (LYNCHBURG VA)
VA
04/14/1999 - 02/26/2010
VALIC FINANCIAL ADVISORS, INC. (RICHMOND VA)
TX
04/14/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 04/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Laneve is the right advisor for you? Invested Better is here to help.