Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana MacRum is a financial advisor with J.p. Morgan Securities LLC. Lana has been in the financial services industry since 2001. Lana is registered to offer securities in all 50 states and Washington, D.C. Lana has been with J.p. Morgan Securities LLC since 2013. Previously, Lana worked with WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Lana has a Series 7, Series 66, and SIE license. Lana specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
07/20/2023 - Present
J.p. Morgan Securities LLC (Austin TX)
TX
01/03/2011 - 05/23/2013
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
07/17/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
BOTH
Issued 11/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lana MacRum is the right advisor for you? Invested Better is here to help.
