Unclaimed
Lane O'Connor is a financial advisor with Clarendon Insurance Agency, Inc. Lane has been in the securities industry since September 2005 and has a strong track record of success in providing investment advice to clients. Lane is licensed to sell securities in California and Nevada. Lane has passed the Series 6, Series 7, Series 63 and SIE exams. Lane specializes in providing investment advice to individuals and families.
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.
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.
1
2
MA
10/13/2023 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
NC
03/06/2017 - 10/02/2023
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
CA
08/22/2005 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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