Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Bernard Beck is a financial advisor with Fifth Third Securities, Inc. Lance has been working in the financial industry since 1988. Lance is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 52TO, 53, 63, and 99TO licenses. Lance is licensed to provide investment advice in 52 states and the District of Columbia. Lance has previously worked at Wells Fargo Securities, LLC, Invesco Distributors, Inc., SunTrust Robinson Humphrey, Inc., SunTrust Capital Markets, Inc. and SunTrust Securities, Inc. Lance specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
GA
12/08/2014 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
08/03/2010 - 12/02/2014
WELLS FARGO SECURITIES, LLC (ATLANTA GA)
GA
09/08/2008 - 06/29/2010
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
01/02/1998 - 04/07/2008
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
10/24/1994 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
08/14/1989 - 10/24/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
10/21/1987 - 01/18/1989
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 11/4/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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