Grason Lanz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Grason Lanz was a registered financial professional .
Grason is a previously registered financial professional and started their career in finance in 2018. Grason had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 9, 2022 - July 31, 2023
FDP WEALTH MANAGEMENT, LLC
July 5, 2022 - January 31, 2025
VALMARK ADVISERS, INC.
July 1, 2022 - January 31, 2025
VALMARK SECURITIES, INC.
July 12, 2018 - July 7, 2022
SECURIAN FINANCIAL SERVICES, INC.
March 8, 2018 - July 7, 2022
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
FDP WEALTH MANAGEMENT, LLC
CRD#: 154597 / SEC#:
Contact information
Red Flags
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