Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lancer? Claim Your ProfileLancer Cuddy is a financial advisor with Continuum Advisory, LLC. Lancer has been in the industry since 1998 and is registered with the state of Maryland. Lancer has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Lancer offers financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
ID
04/07/2020 - Present
Continuum Advisory, LLC (EAGLE ID)
MD
01/03/2020 - 08/23/2024
TRIAD ADVISORS LLC (Annapolis MD)
MD
06/01/2009 - 04/25/2018
MORGAN STANLEY (BETHESDA MD)
MD
01/31/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MO
07/21/2000 - 12/04/2000
SCOTTRADE, INC. (ST. LOUIS MO)
NY
06/29/1998 - 03/04/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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