Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mccrae Lane is a financial advisor with Stifel, Nicolaus & Company, Inc. Thomas has been working in the financial industry since 1983. Thomas is registered in several states and holds several industry licenses and qualifications. Thomas specializes in various financial services and is focused on serving individual and business clients.
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.
1
2
MD
03/08/2012 - Present
Stifel, Nicolaus & Company, Inc. (FREDERICK MD)
MD
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (FREDERICK MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)
MD
06/09/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
04/20/1990 - 04/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
08/25/1989 - 03/08/1990
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
DC
04/19/1983 - 08/28/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 02/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1985
Series 5 - Interest Rate Options Examination
BC
Issued 11/08/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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