Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Roberts is a financial professional with over 4 years of experience in the industry. Lance has a strong background in securities and investment products. Lance is currently registered with W&S Brokerage Services, Inc. Previously, Lance has worked with H. BECK, INC. and SAGEPOINT FINANCIAL, INC. Lance is licensed to sell securities in Connecticut, Florida, and Louisiana.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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FL
10/29/2019 - Present
W&S Brokerage Services, Inc. (TAMPA FL)
FL
06/06/2016 - 11/01/2018
H. BECK, INC. (PLANT CITY FL)
FL
07/02/2014 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (TAMPA BAY FL)
BC
Issued 10/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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