DJ
Daniel Joseph Lane
CRD 4521546
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cetera Investment Advisers Llc | Registered representative | 07/20/2026 |
| Financial Management Strategies, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Financial Management Strategies, Inc.
Investment Advisor Representitive · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗