Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Steven Lichorat is a financial professional registered with MML Investors Services, LLC. Lance is a registered representative of both Broker-Dealers and Investment Advisers. Lance Steven Lichorat has been in the financial services industry since June 29, 2011, Lance Steven Lichorat has passed the Series 63, Series 7, Series 65 and SIE exams. Lance Steven Lichorat is registered in several states. The main office for MML Investors Services, LLC is located in Springfield, Massachusetts. Lance Steven Lichorat is registered with MML Investors Services, LLC in Florida, New York, and Texas. MML Investors Services, LLC provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/27/2021 - Present
MML Investors Services, LLC (New York NY)
NY
12/02/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/06/2011 - 11/07/2011
BUCKMAN, BUCKMAN & REID, INC. (NEW YORK NY)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Lichorat is the right advisor for you? Invested Better is here to help.
