Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oren? Claim Your ProfileOren Anthony Lane is a financial advisor with over 30 years of experience in the industry. Lane currently works at Principal Securities, Inc., a firm that manages approximately $12 billion in assets. Lane is registered with FINRA and has Series 6, 7, 24, and 63 licenses, as well as the SIE certification. Lane specializes in portfolio management for individuals, financial planning, educational seminars, and selection of other advisors. Lane is registered to provide investment advice in Illinois, Indiana, Michigan, and Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/17/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
NC
10/31/2022 - 02/02/2023
BARNABAS CAPITAL, LLC (CHARLOTTE NC)
WA
01/31/2022 - 09/26/2022
SYMETRA SECURITIES, INC. (BELLEVUE WA)
OH
01/12/2010 - 01/20/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
01/29/2008 - 01/14/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
NJ
06/18/2001 - 01/14/2008
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
07/08/1998 - 05/14/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
09/10/1997 - 07/07/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MI
10/19/1993 - 07/17/1997
COMERICA SECURITIES (DETROIT MI)
WI
09/09/1993 - 03/17/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NY
03/30/1992 - 07/14/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
08/27/1991 - 01/23/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MI
07/14/1989 - 06/27/1990
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
02/15/1988 - 08/07/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/23/1986 - 03/04/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/22/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 02/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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