Unclaimed
Lany Yamil Guillen is a financial advisor with Artisan Partners Distributors LLC based in Boston, MA. Lany has over 9 years of experience in the financial services industry, having previously worked with NGAM Distribution, L.P. Lany has passed the Series 7, Series 63, Series 65, and SIE exams. Lany is licensed in all 50 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands.
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.
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.
1
2
MA
05/14/2024 - Present
Artisan Partners Distributors LLC (Boston MA)
MA
06/19/2015 - 05/31/2016
NGAM DISTRIBUTION, L.P. (BOSTON MA)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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