Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan B. Lancz is a financial advisor with over 40 years of experience in the industry. Alan is registered with Alan B. Lancz & Associates, Inc. and has a long history of providing financial advice to clients. Alan currently provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Alan is also a registered representative with FINRA and is licensed to offer financial advice in numerous states.
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.
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.
Pooled funds based on fees in operating memorandum
1
2
OH
03/28/2008 - Present
Alan B. Lancz & Associates, Inc. (TOLEDO OH)
OH
12/28/2015 - 12/26/2018
INTERNATIONAL ASSETS ADVISORY, LLC (TOLEDO OH)
OH
01/06/2005 - 10/28/2015
MIDAMERICA FINANCIAL SERVICES, INC. (TOLEDO OH)
NC
12/22/1995 - 01/03/2005
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
FL
11/23/1994 - 10/23/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
AZ
11/19/1989 - 09/19/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/31/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/05/1983 - 07/08/1983
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
06/04/1981 - 02/02/1982
NEL EQUITY SERVICES CORPORATION
BC
Issued 06/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Lancz is the right advisor for you? Invested Better is here to help.
