Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Atwood is a financial professional with over 14 years of experience in the industry. Lance is currently registered with State Farm VP Management Corp. Lance has a strong background in investments, with experience in both the brokerage and investment advisory fields. Lance is licensed to sell securities in Alabama, Florida, and Georgia. Lance has passed several industry exams including Series 66, Series 10, Series 9, Series 6TO, SIE, and Series 7. Lance is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
FL
07/17/2018 - Present
State Farm VP Management Corp. (Saint Augustine FL)
FL
01/24/2008 - 11/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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