Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lashanna? Claim Your ProfileLashanna S. Walker is a financial professional with over 14 years of experience in the industry. Lashanna has a strong background in financial services and has worked with several prominent firms including M&T Securities, Inc., HSBC Securities (USA) Inc. and currently with Citigroup Global Markets Inc. Lashanna's expertise spans multiple areas including municipal securities, general securities, and investment company products. Lashanna holds licenses for Series 6, 7, 24, 52, 53, 63, and 65. Lashanna is registered in New York.
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.
Asset allocation advice
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.
1
2
NY
08/28/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
MD
07/30/2015 - 05/08/2020
M&T SECURITIES, INC. (BALTIMORE MD)
NY
06/19/2009 - 02/16/2010
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
10/26/2001 - 06/12/2009
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
BC
Issued 10/13/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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