Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Smith is an investment advisor representative with Allstate Financial Advisors, LLC. Lana has been in the financial services industry since 2018, and has experience with both insurance and investment services. Lana is registered with the state of Nebraska and New York.
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.
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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.
Third party advisory fees
1
2
NE
06/28/2024 - Present
Allstate Financial Advisors, LLC (Lincoln NE)
IL
07/09/2020 - 07/30/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CO
02/22/2019 - 05/19/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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