Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Matthew Lane is a financial advisor at Janney Montgomery Scott LLC. Steven has been in the financial industry since 2003 and is registered to provide investment advice in 43 states. He specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. He is a Certified Financial Planner™ and has a Series 7 and Series 66 license. Steven has previously worked with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
04/05/2021 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
PA
01/24/2006 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BRYN MAWR PA)
CA
12/01/2005 - 01/24/2006
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
MD
01/11/2006 - 01/20/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
01/29/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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