Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Engen is a financial advisor with Ameriprise Financial Services, LLC. Lana has been in the industry since 1980 and has been registered with the Securities and Exchange Commission (SEC) since 1997. Lana is currently registered as a Registered Representative (RR) in Illinois and Texas. Lana also has a Series 65 license, which allows her to provide investment advice. Ameriprise Financial Services, LLC is a large financial services company that provides a variety of financial products and services, including investment advice, retirement planning, and insurance. The firm has a history of serving a variety of clients, including individuals, families, and businesses. Lana is an experienced financial advisor who can help you with your financial planning needs.
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.
Asset allocation 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.
1
2
IL
09/29/2006 - Present
Ameriprise Financial Services, LLC (ROCKFORD IL)
MN
11/10/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/04/1980 - 10/17/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/04/1980 - 10/17/1997
IDS LIFE INSURANCE COMPANY
NA
08/04/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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