Lorena Kanani is a registered investment advisor, based in Atlanta, GA, with 2 years of industry experience.
Location
303 Peachtree Center, 2nd Floor, Atlanta, GA, 30308
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Regulatory History (1)
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Financial
November 2017Final
Other Business ActivitiesSells Insurance
Lorena works as an insurance agent since March 2024, offering insurance products and services. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
July 2025 - Present · 10 mos
Truist Advisory Services, INC.
July 2025 - Present · 10 mos
Previous Registrations
Sequent Planning, LLC
July 2024 - July 2025 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - December 2023 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.