Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanny? Claim Your ProfileLanny Marks is a financial advisor with over 30 years of experience in the financial services industry. Lanny is a Certified Financial Planner™ professional. Lanny is currently registered with Osaic Wealth, Inc. and is licensed in Florida and Texas. Previously, Lanny was registered with Securities America, Inc. and Newbridge Securities Corporation. Lanny has a wide range of experience in financial planning, portfolio management, and wealth management. Lanny is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
12/11/2014 - 06/18/2024
SECURITIES AMERICA, INC. (BOCA RATON FL)
FL
11/07/2003 - 12/15/2014
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
MA
03/15/2001 - 11/07/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IN
07/08/2000 - 03/22/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/01/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NH
10/24/1996 - 12/31/1998
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
TX
08/05/1992 - 11/04/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
02/19/1986 - 11/23/1990
R.L. MARKS & COMPANY
BC
Issued 07/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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