Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Greco is a financial advisor with over 30 years of experience in the industry. Lance currently works for Benjamin F. Edwards & Company, Inc., and is registered with the state of Iowa as an Investment Advisor Representative. Prior to working at Benjamin F. Edwards & Company, Inc. Lance worked at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Northwestern Mutual Investment Services, LLC. Lance holds the Series 3, 7, and 66 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
04/20/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IA
01/10/2013 - 05/03/2022
RBC CAPITAL MARKETS, LLC (CEDAR RAPIDS IA)
IA
01/01/2008 - 01/11/2013
WELLS FARGO ADVISORS, LLC (CEDAR RAPIDS IA)
IA
08/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CEDAR RAPIDS IA)
IA
05/13/2005 - 08/20/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HIAWATHA IA)
MO
03/29/1993 - 05/26/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1997
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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