Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Norman Becatti is a financial advisor with Ameriprise Financial Services, LLC. Lance has been a registered representative for over 38 years. Lance is a Series 6, 7, 22 and Series 63 licensed professional. Lance is licensed in 29 states. Lance's office is located in Tampa, FL. Lance has worked at Ameriprise Financial Services, LLC since 2020, and has a strong history of experience in the financial services industry dating back to 1984. In addition to Lance's work at Ameriprise Financial Services, LLC, Lance is also a board member for Becatti.
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 services
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.
1
2
FL
04/09/2008 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
MN
02/29/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/25/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
01/13/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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