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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willa? Claim Your ProfileWilla Carr Lande is a financial advisor with over 30 years of experience. She is currently registered with Edward Jones in Hamilton, MT. Previously, Willa has also worked at UBS Financial Services Inc, Piper Jaffray & Co., and Piper, Jaffray & Hopwood Incorporated. Willa is licensed to provide investment advice in 27 states and is a registered representative with FINRA.
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.
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.
See schedule d - miscellaneous
1
2
MT
01/15/2019 - Present
Edward Jones (HAMILTON MT)
MT
03/21/2007 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSOULA MT)
MT
08/12/2006 - 04/04/2007
UBS FINANCIAL SERVICES INC. (MISSOULA MT)
MT
10/30/2000 - 08/12/2006
PIPER JAFFRAY & CO. (MISSOULA MT)
MN
12/21/1989 - 03/15/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
06/01/1988 - 09/26/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
04/29/1987 - 06/06/1988
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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