Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Lancaster is a registered investment advisor representative with Cetera Investment Advisers LLC. Sophie has been in the financial services industry since 2006. Sophie is licensed to provide investment advice in Alabama, District of Columbia, Florida, Georgia, Indiana, Iowa, Pennsylvania and South Carolina. Sophie provides financial planning services to individuals, businesses, and pension plans.
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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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (GAINSVILLE FL)
FL
06/21/2012 - 01/06/2015
NEXT FINANCIAL GROUP, INC. (GAINSVILLE FL)
FL
06/03/2011 - 06/21/2012
BROKERSXPRESS LLC (GAINESVILLE FL)
FL
04/07/2011 - 06/07/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GAINESVILLE FL)
FL
01/02/2009 - 02/17/2011
MULTI-FINANCIAL SECURITIES CORPORATION (GAINESVILLE FL)
FL
05/23/2006 - 01/06/2009
EDWARD JONES (NEWBERRY FL)
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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