Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Cumberland is a financial professional with experience in the securities industry. Lance has a Series 7TO, Series 6TO, and Series 63 licenses. Lance currently works at Fidelity Brokerage Services LLC. Previously, Lance was registered with W&S Brokerage Services, Inc. and was based out of Loveland, OH. Lance is licensed to conduct business in Kentucky and Ohio.
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
KY
08/12/2024 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
05/08/2023 - 12/15/2023
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
BC
Issued 07/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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