Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Marcell is a financial advisor with Planmember Securities Corp. based in Kingsford, MI. Lance has been in the industry since 2003 and is registered with the state of Michigan as both a broker-dealer and an investment advisor. Lance holds the Series 6, Series 63 and Series 65 licenses. Lance is a financial advisor who provides a range of financial services to individuals, corporations and retirement plans. Lance has worked with Legend Equities Corporation, SunAmerica Securities, Inc., and Farmers Financial Solutions, LLC in the past. Lance is also a licensed insurance agent and offers insurance products and services.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/26/2016 - Present
Planmember Securities Corp. (Kingsford MI)
MI
05/24/2005 - 02/19/2016
LEGEND EQUITIES CORPORATION (KINGSFORD MI)
AZ
08/20/2004 - 05/26/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
06/21/2001 - 08/14/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 03/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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