Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mark Lantz is a financial advisor with Principal Securities, Inc. Paul has over 30 years of experience in the financial services industry. Paul is registered to provide investment advice in Pennsylvania and Texas. Paul offers a variety of financial services to clients including financial planning, investment management, and retirement planning.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
06/18/2021 - Present
Principal Securities, Inc. (SEWICKLEY PA)
PA
06/14/2012 - 03/19/2016
WADDELL & REED (PITTSBURGH PA)
PA
10/20/2006 - 07/13/2012
INVEST FINANCIAL CORPORATION (CARNEGIE PA)
MN
09/16/2003 - 11/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MI
12/09/2002 - 04/21/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NE
07/10/2001 - 12/13/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
05/10/2001 - 07/10/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
02/09/2000 - 04/17/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
02/09/2000 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MN
02/15/1996 - 02/15/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
PA
03/19/1991 - 12/17/1995
PENN NORTH DISCOUNT BROKERAGE SERVICES, INC. (FRANKLIN PA)
CT
02/21/1990 - 12/31/1990
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NJ
07/29/1988 - 01/11/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
12/08/1986 - 04/19/1988
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/08/1986 - 04/13/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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