Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana R. Washburn is a financial advisor with Raymond James & Associates, Inc. Lana has been in the financial services industry for over 16 years, and has experience working with clients in a variety of industries. Lana holds both Series 7 and Series 66 licenses, and is registered with the state of Pennsylvania and Texas.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/12/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
03/18/2020 - 09/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
08/22/2019 - 12/26/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (CAMP HILL PA)
MO
03/11/2016 - 08/15/2019
EDWARD JONES (ST. LOUIS MO)
PA
06/01/2009 - 03/21/2016
MORGAN STANLEY (CAMP HILL PA)
PA
12/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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