Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Skalnik is a financial advisor with over 20 years of experience in the financial services industry. Lance has been with Raymond James Financial Services Advisors, Inc. since 2009 and is a Registered Representative with the firm. Prior to joining Raymond James, Lance worked at PrimeVest Financial Services, Inc., Allstate Financial Services, LLC, and Edward Jones. Lance holds the Series 63, Series 66, Series 7, Series 9 and Series 10 licenses as well as the SIE exam. Lance specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and retirement plans. He is committed to building long-term relationships with his clients based on trust and understanding their individual needs and goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
08/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (OWASSO OK)
OK
09/22/2005 - 09/30/2009
PRIMEVEST FINANCIAL SERVICES, INC. (OWASSO OK)
NE
08/16/2004 - 10/13/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
TX
11/13/2000 - 08/23/2004
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
08/24/2000 - 12/11/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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