Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Juffer is a financial advisor with Osaic Wealth, Inc., located in Farmington, MN. Lance has been in the financial services industry since 1998 and has a diverse background in insurance, real estate, and financial planning. Lance holds licenses to sell securities in multiple states including Minnesota, Arizona, California, Nevada, New Mexico, and Texas. Lance offers a range of financial services including financial planning, portfolio management, and retirement planning. Lance is also a licensed insurance agent and can provide advice on a variety of insurance products.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (Farmington MN)
MN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Lakeville MN)
MN
02/07/2020 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Lakeville MN)
MN
12/16/2019 - 01/06/2020
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
05/01/2017 - 12/18/2019
SAGEPOINT FINANCIAL, INC. (BURNSVILLE MN)
MN
04/22/2009 - 05/30/2017
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
01/29/1998 - 04/30/2009
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
01/29/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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