Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Treana? Claim Your ProfileTreana Lankard is an investment advisor representative with Fidelity Personal AND Workplace Advisors, a firm with approximately $1 billion to $10 billion in assets under management. Treana has been in the financial services industry since 1995. Treana's previous employers include NFP Securities, Inc., Morgan Stanley, Citigroup Global Markets Inc., and Prudential Securities Incorporated. Treana has a Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10 securities license. Treana has a strong track record of providing financial advice to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (NICHOLS HILLS OK)
KS
12/04/2012 - 06/11/2013
NFP SECURITIES, INC. (WICHITA KS)
MO
06/01/2009 - 11/05/2012
MORGAN STANLEY (KANSAS CITY MO)
KS
11/03/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NY
12/13/1994 - 09/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1995
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 10/09/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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