Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Rosina is a Registered Representative in Pennsylvania. Lance is a financial professional with over 8 years of experience in the industry. Lance's experience includes time with Stifel, Nicolaus & Company, Incorporated and Univest Investments, Inc. Currently, Lance is affiliated with Bernardo Wealth Planning, LLC. The firm's main office is located in Harleysville, Pennsylvania.
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.
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.
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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PA
09/08/2017 - Present
Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)
NJ
09/14/2015 - 09/14/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PRINCETON NJ)
PA
09/04/2014 - 08/05/2015
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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