Mark Lantz

Financial Representative

Principal Securities Registered Representative

Financial Advisor

Helping advisors succeed | Focused on Delivering excellence

I’m passionate about helping advisors grow their business. Advisors appreciate the local management support, state of the art technology, product portfolio and advanced resources from our home office. 

We provide financial planning options which help our advisors grow their practice and revenues for their own model. 

I’m committed to the success of our advisors and clients.

Call me for a confidential meeting.

EXPERIENCE:

• Providing unique and creative solutions to individual and business clients for over 30 years
• Management Executive - Experienced in Financial Services with a prior career as a CFO

EDUCATION & CREDENTIALS:

• Executive Certificate in Financial Planning – Duquesne University
• B.S.B.A. – Robert Morris University
• FINRA Series 53, 24, 6, 7, 63, 65 securities registrations
• Life, Health and Accident, Property and Casualty insurance licenses

INTERESTS:

• Pittsburgh cultural activities, Insurance Club of Pittsburgh
• Member of Financial Planning Association, sponsor of Estate Planning Council
• Volunteering: St. Jude Research Children’s Hospital, Ronald McDonald House, Family Links (past board member), Greater Pittsburgh Community Food Bank (past Finance Committee member),