Unclaimed
Lance Aaron Washington is a financial advisor with over 11 years of experience in the financial services industry. Lance has been with Pimco Investments LLC since February 2011, prior to which he was with Allianz Global Investors Distributors LLC in Newport Beach, California. Lance holds a Series 3, Series 7, and Series 66 licenses, along with the SIE exam. Lance is registered to provide financial advice in 53 states and territories.
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.
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.
1
2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
12/20/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BOTH
Issued 01/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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