Jamie Lanik (CRD# 7077414) is an Investment Advisor Representative working at Lpl Enterprise, LLC in Farmington, MN and has over 5 years of experience in the finance industry.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6253732
Isc Financial Advisors
CRD# 6990105
Transamerica Retirement Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Enterprise, LLC | Fort Mill, SC | Sep 2024 - Current | < 1 |
| Pruco Securities, LLC | Plymouth, MN | Feb 2019 - Sep 2024 | 5 |
| Prudential Insurance Company Of America | Plymouth, MN | Jul 2014 - Sep 2024 | 10 |
| Prudential Customer Solutions LLC | Plymouth, MN | Oct 2019 - Apr 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MN
- SC
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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