Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Robin Monk is a financial advisor with Creativeone Securities, LLC and has been in the financial services industry since October 1992. Lance Robin Monk is registered with the state of Mississippi as an Investment Advisor Representative and is also a licensed General Securities Representative. Lance Robin Monk is experienced in offering financial planning and portfolio management services. Lance Robin Monk has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Prior to joining Creativeone Securities, LLC, Lance Robin Monk worked at Broker Dealer Financial Services Corp., SII Investments, Inc., SunAmerica Securities, Inc. and American Express Financial Advisors Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
04/27/2011 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
MS
10/31/2006 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (GAUTIER MS)
MS
03/16/1999 - 11/09/2006
SII INVESTMENTS, INC. (GAUTIER MS)
AZ
08/11/1994 - 03/16/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
10/19/1992 - 08/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1992 - 08/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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