Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Tan is an investment advisor representative with LPL Financial LLC. Landon has been in the industry since 2016. Landon currently holds the Series 66, Series 7 and SIE exams and is registered with FINRA and the state of New York. Landon is a Certified Financial Planner. Landon has previously worked with KMS Financial Services, INC. and Conviviality Inc. In addition to LPL Financial LLC, Landon Tan is also registered with the state of Arizona, Delaware, Michigan, New York, Oregon, and Washington.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (BROOKLYN NY)
WA
10/05/2018 - 10/01/2020
KMS FINANCIAL SERVICES, INC. (KIRKLAND WA)
WA
06/16/2015 - 05/31/2017
KMS FINANCIAL SERVICES, INC. (KIRKLAND WA)
BOTH
Issued 04/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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