Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lance is a financial professional with over 20 years of experience in the industry. Craig has a strong track record of success in helping clients achieve their financial goals. Craig is currently registered with Park Avenue Securities LLC, a leading independent broker-dealer, and has held previous positions at MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., and MetLife Securities Inc. Craig is dedicated to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
04/19/2022 - Present
Park Avenue Securities LLC (NAPLES FL)
FL
12/04/2018 - 03/31/2022
MML INVESTORS SERVICES, LLC (Miami FL)
FL
06/09/2017 - 10/17/2018
HORNOR, TOWNSEND & KENT, INC. (HOLLYWOOD FL)
FL
02/24/2015 - 05/03/2017
PARK AVENUE SECURITIES LLC (MIAMI FL)
FL
09/19/1997 - 06/30/2009
METLIFE SECURITIES INC. (FT. MYERS FL)
FL
09/19/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NAPLES FL)
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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