Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landen? Claim Your ProfileLanden Leon Lunsway is a financial advisor at Beacon Pointe Advisors, LLC. Landen has been in the financial industry for over 20 years and has a strong track record of success. Landen is a Certified Financial Planner and holds a Series 66, Series 7, Series 9, and Series 10 license. Landen has experience working with a variety of clients, including individuals, families, businesses, and institutions. Landen is committed to providing personalized financial advice and helping clients achieve their financial goals. Landen is also a member of the Beacon Pointe Advisors, LLC team, which provides financial advice and investment management services to a wide range of clients.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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AZ
01/13/2015 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
AZ
02/18/2008 - 03/31/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
03/27/2001 - 02/24/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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