Unclaimed
Thomas Lanning is a registered investment advisor with The Huntington Investment Co. in Midland, Michigan. Thomas has been in the securities industry since 2009 and has experience working with clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Thomas is a Registered Representative and Investment Advisor Representative with securities licenses Series 7, 63, and 66. Thomas has specialized knowledge in the areas of retirement planning, college savings, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
07/30/2019 - Present
THE Huntington Investment Co. (MIDLAND MI)
FL
02/12/2016 - 10/31/2016
FIFTH THIRD SECURITIES, INC. (BONITA SPRINGS FL)
FL
07/09/2015 - 01/11/2016
SUNTRUST INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
MI
01/03/2014 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)
MI
11/13/2009 - 12/08/2009
PNC INVESTMENTS (BAY CITY MI)
MI
07/11/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (BAY CITY MI)
MI
09/06/2007 - 06/16/2008
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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