Unclaimed
Lance Carlton Ellis is a registered representative with Allstate Financial Services, LLC, a firm based in Lakewood Ranch, Florida. Lance has been in the financial services industry since September 6, 2006. Lance has successfully passed several FINRA exams, including the Series 6, Series 26, and Series 51 examinations, and is currently registered in Florida.
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.
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.
1
2
FL
09/07/2006 - Present
Allstate Financial Services, LLC (LAKEWOOD RANCH FL)
BC
Issued 10/24/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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