Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Robert Heimsoth is a financial advisor with Cetera Investment Advisers LLC in Sioux City, IA. Lance has been in the financial industry since 1994. Lance is registered with the state of Iowa. Lance is also registered with FINRA and the state of Texas. Lance has Series 6, 7, 63 and 66 licenses. Lance has a background in fixed insurance products through Western Southern and has the ability to refer business to the Trust/Wealth Management area of Security National Bank.
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.
1
2
IA
04/22/2022 - Present
Cetera Investment Advisers LLC (Sioux City IA)
TX
02/18/1998 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
05/06/1997 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
WI
08/01/1995 - 05/01/1997
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
AZ
08/13/1993 - 05/19/1994
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 1/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2003
Series 7 - General Securities Representative Examination
BC
Issued 8/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Heimsoth is the right advisor for you? Invested Better is here to help.
