Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Taxer is a registered investment advisor representative. Lance has been in the industry since 1993, and is currently registered with MML Investors Services, LLC in Illinois. Prior to his current role, Lance worked for several firms including Hornor, Townsend & Kent, Inc., New England Securities, EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States.
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
IL
01/18/2019 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
02/12/2015 - 03/02/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
04/14/1998 - 12/23/2014
NEW ENGLAND SECURITIES (CHICAGO IL)
NY
10/06/1993 - 02/24/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/06/1993 - 02/24/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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