Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanis? Claim Your ProfileLanis Webb is a financial professional with over 20 years of experience in the financial services industry. Lanis is currently registered with G.A. Repple & Company and is licensed to provide investment advice in several states. Lanis has a diverse background, having worked for several firms including Cambridge Investment Research, Inc. and Morgan Stanley & Co. Incorporated. Lanis holds several industry designations, including the Series 7, Series 9, Series 10, Series 31, and Series 66 licenses. Lanis specializes in providing financial planning, portfolio management, and educational seminars to individual and corporate clients. Lanis is committed to helping clients achieve their financial goals through a personalized approach to investment advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party asset management, services
1
2
FL
05/16/2012 - Present
G. A. Repple & Co. (CASSELBERRY FL)
CA
06/21/2011 - 06/15/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)
CA
05/01/2009 - 09/22/2011
STRONGTOWER FINANCIAL, INC. (RIVERSIDE CA)
CA
04/02/2007 - 05/04/2009
MORGAN STANLEY & CO. INCORPORATED (LAGUNA BEACH CA)
CA
06/26/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LAGUNA BEACH CA)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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