Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nishann? Claim Your ProfileNishann C Lanata is an investment advisor representative with Craft Asset Management located in Tampa, FL. Nishann has been in the industry for over 7 years. Nishann has passed the Series 7, Series 66, and SIE exams. Nishann has a previous employment history with First Command Brokerage Services, Inc. and Waddell & Reed. Nishann is also a partner in a non-investment related business, Lebanon Sisterhood. Nishann has a specialization in Retirement Plans & Annuities and Mutual Funds.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
05/08/2024 - Present
Craft Asset Management (TAMPA FL)
TN
05/28/2019 - 06/03/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (Mt Juliet TN)
CO
04/28/2017 - 01/24/2019
WADDELL & REED (FT. COLLINS CO)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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