Unclaimed
Lance Stallings is a registered representative with Allstate Financial Services, LLC. Lance has been in the financial services industry since February 14, 2004. Lance has a Series 6, Series 63 and SIE licenses. Lance is currently registered to offer securities in Utah.
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.
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.
1
2
UT
01/05/2022 - Present
Allstate Financial Services, LLC (TOOELE UT)
UT
02/08/2017 - 01/10/2022
NYLIFE SECURITIES LLC (TOOELE UT)
UT
09/08/2014 - 12/05/2016
PARK AVENUE SECURITIES LLC (MURRAY UT)
FL
09/04/2009 - 08/11/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
CA
10/31/2006 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
05/03/1999 - 11/07/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/22/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
11/05/1997 - 01/02/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/05/1997 - 01/02/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Stallings is the right advisor for you? Invested Better is here to help.