Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zina? Claim Your ProfileZina Lauman is a financial advisor at Hornor, Townsend & Kent, LLC. Zina has been in the financial services industry since March 2, 1994. Zina specializes in providing financial advice to individuals, corporations, and charitable organizations. Zina's experience includes providing financial planning, portfolio management, and pension consulting services. Zina is registered as a broker-dealer and investment advisor representative in Pennsylvania.
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.
Trail commissions, distribution assistance fees
1
2
PA
10/15/2013 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
PA
08/20/2003 - 05/15/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
05/08/1998 - 06/16/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
SC
03/09/1998 - 05/20/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
07/28/1987 - 11/18/1997
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NA
02/17/1987 - 07/31/1987
PHOENIX EQUITY PLANNING CORPORATION
BOTH
Issued 08/06/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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