Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lashanda? Claim Your ProfileLashanda Manson is a financial advisor with over 16 years of experience in the financial services industry. Lashanda is currently registered with Wells Fargo Advisors Financial Network, LLC. Lashanda specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Lashanda has a wide range of experience, having previously worked with WELLS FARGO CLEARING SERVICES, LLC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Lashanda holds Series 63, Series 66, Series 7, Series 9, and Series 10 securities licenses.
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.
Investment consulting services to institutional 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.
1
2
MO
02/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
NC
09/23/2011 - 02/13/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/09/2009 - 11/03/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/30/2006 - 07/11/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 03/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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