Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Earl Lane is a financial advisor with First Citizens Investor Services, Inc. Patrick is a registered representative with over 20 years of experience in the financial services industry. Patrick has a strong background in investment management, financial planning, and portfolio management. Patrick is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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
NC
08/10/2021 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
10/12/2012 - 02/11/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
10/01/2000 - 06/29/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/08/1992 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
10/05/1990 - 01/23/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/25/1990 - 10/18/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Lane is the right advisor for you? Invested Better is here to help.
