Unclaimed
Lane Douglas Sires is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Lane has been in the financial services industry since 2001. Lane has a Series 6, Series 7, and Series 66 securities license. Lane also holds the SIE designation. Lane is currently registered in Florida, Indiana, Iowa, Michigan, Ohio, and Pennsylvania. Lane previously worked at Principal Securities, Inc. and is currently based in Johnston, IA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
IA
11/16/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Johnston IA)
IA
04/09/2001 - 11/07/2023
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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