Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Marie Lantz is a financial advisor with World Investment Advisors, LLC. Michele has been in the financial services industry since October 4, 1991 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Michele has held previous positions at CAPFINANCIAL SECURITIES, LLC, LPL FINANCIAL LLC, LINCOLN FINANCIAL SECURITIES CORPORATION, and WELLS FARGO SECURITIES INC. Michele is registered with the state of California and holds FINRA Series 6, 7 and 63 licenses as well as the SIE exam. Michele is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
06/25/2015 - Present
World Investment Advisors, LLC (Lancaster CA)
CA
06/25/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Lancaster CA)
CA
12/08/2010 - 06/25/2015
LPL FINANCIAL LLC (LANCASTER CA)
CA
01/01/1997 - 12/14/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (LANCASTER CA)
CA
07/15/1996 - 12/23/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
01/11/1996 - 07/15/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
09/27/1991 - 01/24/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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