Mark Lantz Email & Phone Number

Financial Representative, Principal Securities Registered Representative, Financial Advisor @ Principal Financial Network of Mid-Atlantic

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Mark Lantz Location

Sewickley, PA, US

Mark Lantz Work

2022 -now Financial Representative, Principal Securities Registered Representative, Financial Advisor @
2016 -2022 Managing Director @
2012 -2016 District Manager @

Mark Lantz Education

| Duquesne University |
Executive Certificate in Financial Planning
2009-2010
Robert Morris University
BSBA (Accounting and IT)
1975-1979

Mark Lantz Skills

Pension plans
Retirement Planning
Mutual Funds
Estate Planning Strategies
Succession Planning
Leadership
401 (k), 403(b), SEP & SIMPLE IRAs 529 Plans
Annuities (Fixed & Variable)
Buy-Sell Review
Executive Bonus Plans
Financial Seminars
Life Insurance (term, universal, whole)
Wealth Accumulation Strategies
Disability Income Insurance
Emotional Intelligence
Series 6
Series 7
Series 63
Series 65
401k
403 b
SEP IRA
Simple IRA
Fixed Annuities
Variable Annuities
Series 24
Asset Allocation
Business Overhead Expense
Buy-sell Agreements
Charitable Giving
College Funding Strategies
Deferred Compensation
Disability Insurance
Estate Planning
Executive Benefit Strategies
Income Protection
Informal Business Valuation
Traditional IRA
Roth IRA
Key Person Insurance
Long Term Care Insurance
Individual Pension Plans
Salary Continuation
Split Dollar Plans
Survivor Income
Tax Deferred Savings
Term Life Insurance
Universal Life
Wealth Accumulation
Whole Life
Universal
Retirement Account Reviews
Planning
Insurance
Developments
Vendors
Sales
Supplemental Retirement Income
Design
Educational Workshops
529 Plans
Keys
Attorneys
Financial Planning
Manuals
401k Retirement Savings Plans
Buy Sell Review
Operations Management
Training
Customer Service
Group Life Insurance
Directors
User Groups
Product Development
Options
Campaigns
Annuities Fixed and Variable
Financial Needs Analysis
403 B Sep and Simple Iras
Traditional
Communication
Strategic Planning
Sales Management
Presentation
Operations
Life Insurance Term
Buy Sell Agreements
Email
Client Development
Marketing
Change Management
Market Share
Accident
CIOs
Distribution
Executive Management
Iras Roth
Brokerage Accounts
Tax
Series 53
Reviews
Investments
Bonus
Software
Morningstar
Wealth Management
Sandler
Agents
Blue Collar
Solver
Business Transactions
Office Operations
Recruiting
Securities
403 Sep and Simple Iras
Annuities
IRAs
Life Insurance
401 Retirement Savings Plans
Sep and Simple Iras 529 Plans

Mark Lantz Summary

Mark Lantz, based in Sewickley, PA, US, is currently a Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Network of Mid-Atlantic. Mark Lantz brings experience from previous roles at Principal Financial Group and Waddell & Reed. Mark Lantz holds a 2009 - 2010 Executive Certificate in Financial Planning @ | Duquesne University |. With a robust skill set that includes Pension plans, Retirement Planning, Mutual Funds, Estate Planning Strategies, Succession Planning and more.