Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Bird bear is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Albuquerque, NM. Lane has been in the financial services industry since 2016 and has experience with Morgan Stanley and AXA Advisors, LLC. Lane is also a registered representative with the state of New Mexico, Arizona, Florida, North Dakota. Lane holds the Series 7, Series 66, and SIE exams. Lane provides a variety of advisory services including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NM
04/24/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBUQUERQUE NM)
NM
03/15/2016 - 08/17/2023
MORGAN STANLEY (Albuquerque NM)
NM
07/06/2015 - 09/15/2015
AXA ADVISORS, LLC (ALBUQUERQUE NM)
BOTH
Issued 08/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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