Unclaimed
Hugh Lantz is a financial advisor at Janney Montgomery Scott LLC. He has been in the financial industry for over 38 years. Hugh has been registered with FINRA since 1984. Hugh Lantz specializes in providing financial advice to individuals, businesses, and charitable organizations. Hugh is currently registered to provide financial services in 28 states. Hugh also has experience working with Wells Fargo Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
VA
05/03/2016 - Present
Janney Montgomery Scott LLC (Harrisonburg VA)
VA
10/01/1999 - 04/22/2016
WELLS FARGO ADVISORS, LLC (HARRISONBURG VA)
NC
04/18/1984 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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