Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Aaron Presley is a registered representative and investment advisor representative with Brokers International Financial Services, LLC. Lance has been in the financial services industry since January 27, 2005. Previously, Lance worked at Wells Fargo Clearing Services, LLC, VOYA Financial Advisors, Inc., Genworth Financial Securities Corporation, Financial Network Investment Corporation, Multi-Financial Securities Corporation, ING Financial Partners, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Princor Financial Services Corporation. Lance holds the following licenses: Series 4, Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, Series 66, Series 99 and SIE. Lance is a member of FINRA and the state of Iowa. Lance specializes in providing investment advisory services to individuals, as well as charitable organizations, corporations and other businesses. Lance offers portfolio management, educational seminars and selection of other advisers.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
03/24/2021 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
05/17/2016 - 03/23/2021
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
11/01/2012 - 05/09/2016
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
05/11/2012 - 10/02/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (W DES MOINES IA)
IA
02/29/2012 - 10/02/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (WEST DES MOINES IA)
IA
02/29/2012 - 10/02/2012
MULTI-FINANCIAL SECURITIES CORPORATION (WEST DES MOINES IA)
IA
06/01/2005 - 02/21/2012
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
MN
05/19/2004 - 07/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/19/2004 - 07/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
12/19/2003 - 04/01/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/16/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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