Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Neal is a financial advisor with over 37 years of experience in the industry. Vance currently works at LPL Financial LLC and is registered as a broker and investment advisor in several states, including Pennsylvania, Florida, Michigan, Nevada, and Texas. Vance has a wide range of experience in the financial services industry, and is committed to providing personalized advice and guidance to his clients. Vance has obtained multiple industry licenses and designations, including the Series 7, Series 6, Series 22, Series 24, and Series 63. Vance provides financial advice to a variety of clients including individuals, corporations, and pension and profit-sharing 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/08/1996 - Present
LPL Financial LLC (ZELIENOPLE PA)
NY
08/29/1985 - 06/14/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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