Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Alden Lipset is a financial advisor with MAI Capital Management, LLC, based in Basking Ridge, NJ. Lance has been in the financial services industry for over 20 years, previously working with firms such as PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lance is a Certified Financial Planner, and holds Series 7, 31, and 66 licenses. Lance specializes in providing financial planning, portfolio management, and due diligence/research services to a wide range of clients, including high-net-worth individuals, corporations, trusts, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NJ
03/12/2024 - Present
MAI Capital Management, LLC (Basking Ridge NJ)
NJ
05/04/2012 - 12/01/2016
PURSHE KAPLAN STERLING INVESTMENTS (BASKING RIDGE NJ)
NJ
10/03/2000 - 05/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
BOTH
Issued 11/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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