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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Lancaster is a financial advisor at Mission Wealth Management, LP. Phyllis has been in the industry since 2007. Phyllis is registered in North Carolina. The advisor specializes in Retirement Planning, College Savings, Estate Planning, Insurance Planning and Investment Management. Phyllis is a Certified Financial Planner. Phyllis is also a Director-at-Large for Greensboro Estate Planning Council. Phyllis is a dedicated professional with a proven track record of success in helping clients achieve their financial goals. Phyllis is committed to providing her clients with personalized advice and guidance.
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.
Family wealth management
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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NC
10/04/2022 - Present
Mission Wealth Management, LP (GREENSBORO NC)
NC
12/14/2011 - 10/04/2022
CETERA ADVISOR NETWORKS LLC (GREENSBORO NC)
NC
08/15/2007 - 12/05/2011
ROYAL ALLIANCE ASSOCIATES, INC. (GREENSBORO NC)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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