Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mclane? Claim Your ProfileMclane Cover is a financial advisor who has been in the industry since December 1996. Mclane is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Mclane has been previously registered with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, KKR Capital Markets LLC, MCS Capital Markets LLC, Thinkequity Partners LLC, Citigroup Global Markets Inc., Salomon Brothers Inc. and Kidder, Peabody & Co. Incorporated. Mclane's licenses include Series 3, 7, 24, 63 and 66. Mclane provides financial planning, pension consulting, portfolio management for individuals and businesses and selection of other advisors.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
11/27/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
04/20/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
07/13/2016 - 04/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
07/11/2013 - 01/06/2014
KKR CAPITAL MARKETS LLC (NEW YORK NY)
NY
07/11/2013 - 01/06/2014
MCS CAPITAL MARKETS LLC (NEW YORK NY)
CA
02/06/2004 - 07/21/2005
THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)
NY
12/22/1994 - 02/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/25/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
06/25/1986 - 01/10/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1989
Series 3 - National Commodity Futures 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
MEMX LLC
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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