Unclaimed
Laneka V. Sledge is an investment advisor representative at HUB Investment Partners, LLC. Laneka has experience in the financial services industry. Laneka holds Series 63, 65 and SIE licenses. Laneka is registered to provide investment advice in Virginia. Laneka is also registered as a Registered Representative in Texas. Laneka previously worked at J.P. MORGAN SECURITIES LLC in Richmond, VA. Laneka's specializations include asset allocation, investment strategies, portfolio management, retirement planning, and tax planning.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/30/2025 - Present
HUB Investment Partners, LLC (AUSTIN TX)
VA
01/14/2022 - 11/26/2022
J.P. MORGAN SECURITIES LLC (Richmond VA)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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