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Jack Marshall Lance

Fidelity Brokerage Services LLC

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About Jack Marshall Lance

Jack Lance is a registered representative with Fidelity Brokerage Services LLC and is licensed in 53 states and the District of Columbia. Jack has a Series 7, Series 63, and SIE licenses. Jack’s registration with FINRA is active and Jack has been in the securities industry since August 2022.

Firm Information

Jack Lance is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jack Lance’s Registration & Firm History

CO

08/24/2022 - Present

Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 08/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jack Marshall Lance.
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