Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lani? Claim Your ProfileLani Star Aronsen is a financial advisor registered with U.S. Bancorp Investments, Inc. Lani has 12 years of experience in the financial services industry and has been registered with the state of Washington since December 20, 2019. Prior to joining U.S. Bancorp Investments, Inc., Lani worked at J.P. Morgan Securities LLC. Lani holds FINRA Series 7, 9, 10, 66, and SIE licenses and is licensed to provide investment advice in Oregon and Washington. Lani specializes in providing financial advice to individuals, families, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
12/20/2019 - Present
U.s. Bancorp Investments, Inc. (Vancouver WA)
OR
10/26/2016 - 10/31/2019
J.P. MORGAN SECURITIES LLC (HAPPY VALLEY OR)
WA
10/01/2012 - 11/22/2013
J.P. MORGAN SECURITIES LLC (BELLEVUE WA)
WA
07/30/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
WA
07/14/2008 - 03/20/2009
AXA ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 12/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lani Aronsen is the right advisor for you? Invested Better is here to help.
