Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Miller is a financial advisor with Ameriprise Financial Services, LLC. Lance has been in the financial services industry since 1986. Lance holds Series 6, 7, and 63 securities licenses and is a Certified Financial Planner. Lance is registered to offer investment advice in 18 states including Minnesota, Texas, California, Arizona, and Florida. Lance has previous experience with IDS LIFE INSURANCE COMPANY, MULTI-FINANCIAL SECURITIES CORPORATION and FIRST INVESTORS CORPORATION. Ameriprise Financial Services, LLC is a large firm with over 13,000 registered representatives and $479 billion in assets under management.
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.
Asset allocation services
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.
1
2
MN
05/19/2014 - Present
Ameriprise Financial Services, LLC (APPLE VALLEY MN)
MN
08/03/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
03/07/1988 - 08/10/1989
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
08/04/1986 - 03/19/1988
FIRST INVESTORS CORPORATION
BC
Issued 08/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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