Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lanze is a financial advisor with Fidelity Personal and Workplace Advisors. Brian has over 20 years of experience in the financial services industry and holds Series 63, 66, and 7 licenses. Brian offers a range of services, including financial planning, educational seminars, and portfolio management. Brian is registered to offer investment advice in 53 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
10/05/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
10/01/2012 - 07/14/2021
J.P. MORGAN SECURITIES LLC (ROCKY POINT NY)
NY
12/05/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNT SINAI NY)
NY
05/29/2007 - 10/23/2007
CITIGROUP GLOBAL MARKETS INC. (MINEOLA NY)
NY
10/25/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (SMITHTOWN NY)
NY
07/13/1998 - 07/22/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NE
07/16/1997 - 07/07/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
07/16/1996 - 06/17/1997
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NY
04/10/1996 - 07/23/1996
DUKE & CO., INC. (NEW YORK NY)
BOTH
Issued 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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