Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Litchfield is a financial advisor with over 17 years of experience in the financial services industry. Vance is registered with MML Investors Services, LLC and holds Series 6, 7, 24, 26, 63, and 66 securities licenses. Vance specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Vance has a strong track record of helping clients 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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
01/17/2025 - Present
MML Investors Services, LLC (BEVERLY HILLS CA)
CA
07/07/2022 - 09/22/2023
LINCOLN INVESTMENT (WOODLAND HILLS CA)
CA
03/17/2017 - 06/13/2022
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
CA
11/24/2015 - 01/13/2017
MSI FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
02/14/2014 - 11/24/2015
W&S BROKERAGE SERVICES, INC. (GARDENA CA)
CA
07/16/2008 - 01/06/2014
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
CA
11/22/2005 - 07/09/2008
STATE FARM VP MANAGEMENT CORP. (RIVERSIDE CA)
NA
12/13/1991 - 02/20/1992
THOMAS JAMES ASSOCIATES, INC.
NA
05/08/1991 - 06/20/1991
HOLFORD SECURITIES (U.S.), INC.
BOTH
Issued 12/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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