About
In addition to founding his firm, R. Lance Belline became a Certified Financial Planner in 2002, a testament to his extensive knowledge and expertise in the field. He further solidified his credentials by passing several significant financial industry exams, including the Series 65 Uniform Investment Adviser Law Examination and the Series 63 Uniform Securities Agent State Law Examination. His qualifications also include successful completion of the Securities Industry Essentials Examination (SIE), the Series 7 General Securities Representative Examination, the Series 6 Investment Company Products/Variable Contracts Representative Examination, and the Series 26 Investment Company Products/Variable Contracts Principal Examination, making him a well-rounded financial professional.
Work
Lighthouse Financial