Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Yurich is a registered representative with Research Financial Strategies, with offices in Rockville, Maryland and Chippewa, Ohio. Lance has been in the securities industry since 1991, and is currently registered as a Registered Representative and Investment Adviser Representative with Research Financial Strategies. He has previously held positions with Financial America Securities, Inc. and other financial institutions. Lance Yurich is a well-rounded professional who has a strong understanding of the financial markets. Lance Yurich is committed to providing personalized financial advice to help clients reach their financial goals. Lance specializes in providing investment advisory services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
Percentage of annual income or net worth
1
2
MD
10/23/2012 - Present
Research Financial Strategies (ROCKVILLE MD)
OH
10/14/1991 - 10/01/2012
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
IA
Issued 08/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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