Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lansen? Claim Your ProfileLansen E-long Pan is a financial advisor with Ally Invest Advisors, registered in North Carolina. Lansen Pan has been in the financial services industry since March 2014 and has a wide range of experience in providing financial advice to individuals. Lansen Pan holds Series 7, Series 63, Series 65 and Series 7TO licenses. Lansen Pan also holds the Certified Financial Planner designation. Lansen Pan provides a wide range of financial services, including financial planning, portfolio management for individuals, and other services as needed.
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.
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.
1
2
NC
10/28/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
03/05/2014 - 10/14/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lansen Pan is the right advisor for you? Invested Better is here to help.
