Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanan? Claim Your ProfileLanan Clark is a financial advisor with over 20 years of experience in the financial services industry. Lanan has held various positions at several firms, including Edward Jones, SunTrust Securities, Inc., Bank of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lanan is currently registered with J.P. Morgan Securities LLC as a Registered Representative and Investment Advisor Representative. Lanan holds the Series 7, 9, 10, 24, 31, 63, and 65 licenses. Lanan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations.
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
CA
11/02/2020 - Present
J.p. Morgan Securities LLC (Irvine CA)
CA
10/14/2011 - 08/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
CA
03/12/2003 - 08/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RANCHO SANTA FE CA)
MO
01/08/1999 - 03/18/2003
EDWARD JONES (ST. LOUIS MO)
GA
04/01/1998 - 12/23/1998
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 06/30/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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