Unclaimed
Lance Edward Curnes is a registered representative of MML Investors Services, LLC with over 35 years of experience in the financial services industry. Lance has a wide range of experience, including working for MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Lance is licensed to sell securities in 26 states. Lance has the Series 6, 7 and 63 licenses, as well as the SIE exam. Lance's specializations include financial planning, asset allocation programs, pension consulting and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MO
03/25/2017 - Present
MML Investors Services, LLC (Springfield MO)
MO
06/27/1989 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
06/27/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SPRINGFIELD MO)
BC
Issued 11/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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