Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Lechtenberg is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Lance has been in the financial services industry since 2002. Lance holds a Series 63 and Series 66 license and is a Certified Financial Planner. Lance specializes in providing financial planning, portfolio management, and pension consulting services to individual and corporate clients. Lance Lechtenberg is also the owner of LJ Lechtenberg Strategic Financial Partners LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KS
09/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (El Dorado KS)
KS
10/14/2002 - 09/04/2020
EDWARD JONES (EL DORADO KS)
BOTH
Issued 05/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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