Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lane is a financial advisor at Money Concepts Capital Corp. Robert has been in the financial services industry since 1998. Robert has a Series 6, 7, 26, 63, and 65 license. Robert has worked at several financial institutions and has experience in various areas of financial planning, including investment management, financial planning, and retirement planning. Robert is dedicated to helping individuals and families achieve their financial goals. Robert is also active in the community and is a member of several professional organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
ID
10/17/2017 - Present
Money Concepts Capital Corp. (Boise ID)
OR
12/14/2016 - 10/11/2017
CUSO FINANCIAL SERVICES, L.P. (KLAMATH FALLS OR)
ID
06/19/2009 - 12/16/2016
MONEY CONCEPTS CAPITAL CORP (BOISE ID)
AK
11/07/2000 - 06/22/2009
CUNA BROKERAGE SERVICES, INC. (WASILLA AK)
CA
04/22/1998 - 07/06/2000
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 11/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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