Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane McGowen is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Lane has been working in the financial industry since September 23, 2021. Lane is licensed in 53 states and the District of Columbia, and is also registered as an investment advisor representative in Texas. Lane has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams. Lane specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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.
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.
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.
1
2
TX
08/23/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 08/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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