Lance S. Masatsugu
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lance Shigeo Masatsugu was a registered financial professional .
Lance is a previously registered financial professional and started their career in finance in 2008. Lance had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 27, 2009 - December 31, 2017
PANORAMIC PLANNING & MANAGEMENT, INC.
May 2, 2008 - March 2, 2009
FINANCIAL INSIGHTS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
PANORAMIC PLANNING & MANAGEMENT, INC.
CRD#: 149438 / SEC#:
Contact information
Red Flags
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