Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Rultenberg has been a financial advisor since 1992 and is currently registered with Commonwealth Financial Network. Lance has extensive experience in the financial services industry and holds Series 6, 7 and 63 licenses. He previously held positions at Signator Investors, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Lance has a diverse background in providing financial planning services to individuals, families, businesses and pension plans. Lance specializes in developing personalized financial strategies tailored to his client's needs. He is committed to providing exceptional service and building long-term relationships with his clients.
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.
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.
1
2
PA
09/10/2010 - Present
Commonwealth Financial Network (JENKINTOWN PA)
MA
12/11/1997 - 08/30/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
09/28/1992 - 11/24/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/28/1992 - 11/24/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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