Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Bucklan is a financial advisor with over 20 years of experience in the financial services industry. Lane is a Registered Investment Advisor (RIA) and is currently employed with Clinton Investment Management, LLC. Lane has worked with a variety of firms including IAM Capital Corporation, RIM Securities LLC, Rochdale Securities Corporation, Salomon Smith Barney Inc., Capital for Israel, Inc., Development Corporation for Israel and Advest, Inc. Lane holds various licenses including Series 65, 63, 99, 57, 55, 7, 9, 10, 53, 4, 14, 24 and 8. Lane specializes in portfolio management for individuals, businesses and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CT
11/03/2023 - Present
Clinton Investment Management, LLC (STAMFORD CT)
CT
03/27/2003 - 09/26/2022
IAM CAPITAL CORPORATION (WESTPORT CT)
NY
01/06/2000 - 03/17/2003
RIM SECURITIES LLC (NEW YORK NY)
CT
01/05/2000 - 03/17/2003
ROCHDALE SECURITIES CORPORATION (STAMFORD CT)
NY
12/18/1996 - 12/20/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
03/08/1995 - 12/03/1996
CAPITAL FOR ISRAEL, INC.
NY
01/26/1995 - 12/03/1996
DEVELOPMENT CORPORATION FOR ISRAEL (NEW YORK NY)
CT
08/13/1994 - 01/10/1995
ADVEST, INC. (HARTFORD CT)
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/04/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/24/1994
Series 14 - Compliance Officer Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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