Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zane? Claim Your ProfileZane Andrew Nance is a financial advisor with over 9 years of experience in the financial services industry. Zane has a Series 7, Series 9, Series 10, and Series 63 licenses. Zane is currently registered with LPL Financial LLC and has been with the firm since December 2018. Prior to joining LPL Financial LLC, Zane worked for MML Investors Services, LLC, MSI Financial Services, Inc., The Huntington Investment Company, and Charles Schwab & Co., Inc. Zane specializes in helping individuals and families with their financial planning needs.
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.
1
2
SC
12/06/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 11/26/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
07/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
OH
06/11/2014 - 06/22/2015
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
12/10/2012 - 06/10/2014
CHARLES SCHWAB & CO., INC. (COLUMBUS OH)
AZ
07/14/2009 - 07/26/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 02/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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