Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Sterling Longwater is a financial advisor registered with Truist Advisory Services, Inc. Lance has been in the financial services industry since October 1997. Lance holds FINRA Series 7, 9, 10, 63, and 66 licenses and is registered with the state of Florida as an investment advisor representative. Lance has been working with SunTrust Investment Services and SunTrust Advisory Services since November 2011.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/14/2017 - Present
Truist Advisory Services, Inc. (PALM BEACH FL)
FL
10/24/2003 - 11/15/2011
CHARLES SCHWAB & CO., INC. (WEST PALM BEACH FL)
AL
09/26/2002 - 09/30/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
RI
10/23/1998 - 09/10/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
08/11/1997 - 09/24/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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