Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Mohamed is a registered representative with Charles Schwab & CO., Inc. Lana Mohamed is registered in Texas. Lana Mohamed has been in the financial services industry for 10+ years. Lana Mohamed is associated with the firm's Westlake, TX branch office. Lana Mohamed passed the Uniform Combined State Law Examination on September 26, 2024. Previous employers include Wright and Greenhill and Full Time Education. Lana Mohamed specializes in providing financial planning services and acting as a financial planning advisor referral program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
09/27/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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