Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Franklin Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc. John has been working in the financial industry since 2001. John is registered with the state of Virginia as both an Investment Advisor Representative (IAR) and a Registered Representative (RR). John specializes in financial planning, portfolio management for individuals, and selection of other advisors. John is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Promoter fees and third party money manager fees
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2
VA
06/08/2023 - Present
Mutual OF Omaha Investor Services, Inc. (Stanley VA)
VA
07/24/2001 - 01/13/2010
METLIFE SECURITIES INC. (HARRISONBURG VA)
VA
07/24/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARRISONBURG VA)
MA
04/20/1994 - 02/27/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/20/1994 - 02/27/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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