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Detailed Report
MICHELE MARIE LANTZ
MICHELE MARIE BECKER, MICHELE MARIE BECKERLANTZ, MICHELE BECKERLANTZ
CRD#: 2164612
IA
Investment Adviser
B
Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 44824 Cedar Avenue
Lancaster, CA 93534
PENSIONMARK SECURITIES, LLCCRD#: 283952 44824 Cedar Avenue
Lancaster, CA 93534
Registration History
19952000200520102015202020252 FIRMS1996 - 1996 (<1 year)2 FIRMS2010 - 2015 (4 years)IAWORLD INVESTMENT ADVISORS, LLC (CRD# 208512)2015 - Present (9 years)BPENSIONMARK SECURITIES, LLC (CRD# 283952)2017 - Present (7 years)BCAPFINANCIAL SECURITIES, LLC. (CRD# 126291)2015 - 2017 (2 years)BLINCOLN FINANCIAL SECURITIES C... (CRD# 3870)1997 - 2010 (13 years)BGREAT WESTERN FINANCIAL SECURI... (CRD# 14229)1991 - 1996 (4 years)IALINCOLN FINANCIAL SECURITIES C... (CRD# 3870)2003 - 2010 (7 years)
License(s)

State Registrations

IA
California 6/25/2015
B
California 9/1/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
44824 Cedar Avenue, Lancaster, CA 93534
Registered with this firm since 6/25/2015
B
PENSIONMARK SECURITIES, LLC (CRD#:283952)
44824 Cedar Avenue, Lancaster, CA 93534
Registered with this firm since 9/1/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 06/25/2015 - 09/01/2017 CAPFINANCIAL SECURITIES, LLC. (CRD#:126291) Lancaster, CA
IA
 12/13/2010 - 06/26/2015 INDEPENDENT FINANCIAL PARTNERS (CRD#:125112) LANCASTER, CA
B
 12/08/2010 - 06/25/2015 LPL FINANCIAL LLC (CRD#:6413) LANCASTER, CA
IA
 03/27/2003 - 12/14/2010 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) LANCASTER, CA
B
 01/01/1997 - 12/14/2010 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) LANCASTER, CA
B
 07/15/1996 - 12/23/1996 WELLS FARGO SECURITIES INC. (CRD#:17438) SAN FRANCISCO, CA
B
 01/11/1996 - 07/15/1996 FIRST INTERSTATE INVESTMENTS,INC. (CRD#:17101)
B
 09/27/1991 - 01/24/1996 GREAT WESTERN FINANCIAL SECURITIES CORPORATION (CRD#:14229) NORTHRIDGE, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.