Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Cunningham is a financial advisor who has been in the industry since 1992. Lance has held a series of licenses, including Series 7, Series 6, and Series 63. He is currently registered with Ameriprise Financial Services, LLC and has branch office locations in Monroeville and Pittsburgh, Pennsylvania. Lance has also been registered in several states including California, Colorado, Florida, Kentucky, Maryland, Missouri, New York, Pennsylvania, South Carolina, Texas, and Washington. Lance has experience in various financial areas, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Lance has been a co-owner of a tax preparation firm, and serves on the board of directors for a company in Pittsburgh, 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.
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.
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2
PA
01/21/2021 - Present
Ameriprise Financial Services, LLC (Monroeville PA)
PA
05/20/1992 - 08/13/2012
H.D. VEST INVESTMENT SERVICES (CARNEGIE PA)
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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