Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Mangold is a financial advisor at Cetera Investment Advisers LLC. Lana has been in the financial services industry since 1982 and holds a Series 6, 7, 24, 63, and SIE license. Lana is a Certified Financial Planner and offers a range of financial planning services to individuals, businesses, and retirement plans. Lana also provides investment advice and portfolio management services. Lana's previous experience includes roles at OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and INTERSECURITIES, INC.
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.
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.
1
2
TX
10/18/2023 - Present
Cetera Investment Advisers LLC (FRISCO TX)
TX
09/01/2023 - 10/20/2023
OSAIC WEALTH, INC. (DALLAS TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DALLAS TX)
AZ
09/22/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
01/26/2001 - 09/22/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
KS
01/05/2000 - 12/31/2000
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IN
09/30/1997 - 01/19/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/30/1997 - 01/19/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
03/04/1992 - 10/10/1997
DOMINION CAPITAL CORPORATION (DALLAS TX)
TX
10/18/1994 - 02/22/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CO
02/12/1991 - 02/18/1992
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
09/04/1987 - 02/13/1991
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NA
06/17/1987 - 09/14/1987
DOMINION CAPITAL CORPORATION
NA
10/25/1986 - 06/16/1987
PAMCO SECURITIES AND INSURANCE SERVICES
NA
09/15/1982 - 10/29/1986
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 6/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 9/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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