Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanna? Claim Your ProfileLanna Lynn Schroeder is a registered investment advisor representative with Hightower Advisors, LLC in Colorado Springs, CO. Lanna has been in the financial services industry since 1996. Previously, Lanna worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Citigroup Global Markets Inc., and Dean Witter Reynolds Inc. Lanna holds Series 63, 66, 7 and SIE licenses. Lanna Lynn Schroeder specializes in providing financial planning, portfolio management, and treasury management services to high net worth individuals, corporations, and other business entities. Lanna is also a part-time Independent Sales Consultant for Rodan and Fields.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
04/21/2017 - Present
Hightower Advisors, LLC (Colorado Springs CO)
CO
03/14/2008 - 04/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
CO
03/09/2004 - 03/26/2008
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
NY
03/26/2002 - 03/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/11/2000 - 11/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/23/1995 - 02/04/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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