Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Degrazier is a registered representative of Planmember Securities Corp., with over 30 years of experience in the financial services industry. Lance has a broad range of experience, having previously worked with PMG Securities Corporation, Legend Equities Corporation, Legend Capital Corporation, Aragon Financial Services, Inc., and Titan/Value Equities Group, Inc. Lance holds Series 6, 26, and 62 licenses, as well as a Series 63 license. In addition to his work with Planmember Securities Corp., Lance is also the owner of Degrazier and Associates, where he sells fixed annuities and life insurance.
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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2
CA
01/19/2005 - Present
Planmember Securities Corp. (SAN DIEGO CA)
IL
07/10/2001 - 01/19/2005
PMG SECURITIES CORPORATION (ELGIN IL)
FL
01/01/1994 - 07/10/2001
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
03/19/1993 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
11/15/1991 - 03/11/1993
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
02/13/1991 - 12/12/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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