Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lan? Claim Your ProfileLan Song is a financial advisor with Mariner Wealth Advisors. Lan has over 20 years of experience in the financial services industry. Lan has a strong background in financial planning, portfolio management and investment advisory services. Lan also has experience with various investment products, including mutual funds, variable annuities and other investment company products. Lan holds a Certified Financial Planner designation and is a Registered Representative with the state of New Jersey.
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.
Family office services
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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NJ
12/09/2021 - Present
Mariner Wealth (Madison NJ)
MN
07/19/2021 - 11/30/2021
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
07/01/2021 - 11/29/2021
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
01/23/2018 - 06/30/2021
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
11/08/2012 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
04/03/2009 - 11/13/2012
SII INVESTMENTS, INC. (PARSIPPANY NJ)
NJ
08/25/1999 - 09/22/2008
MML INVESTORS SERVICES, INC. (BRIDGEWATER NJ)
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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