Unclaimed
Zane Piston is a financial professional with over 20 years of experience in the industry. Zane currently holds a Series 6, Series 26, and Series 63 license, and is registered with Lincoln Financial Distributors, Inc. Zane has previously held positions with TRANSAMERICA CAPITAL, INC., DIRECTED SERVICES LLC, ING FUNDS DISTRIBUTOR, INC., and PLANCO FINANCIAL SERVICES, INC. Zane is a dedicated professional with a strong track record of success in the financial services industry.
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.
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.
1
2
PA
01/19/2017 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CO
06/17/2014 - 06/23/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
02/04/2008 - 06/06/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
AZ
06/11/1999 - 12/31/2007
DIRECTED SERVICES LLC (PHOENIX AZ)
DE
06/30/2000 - 09/07/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
CT
02/27/1997 - 08/12/1998
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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