Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Blaine Burgert is an investment advisor representative with Edward Jones. Lance has been in the securities industry since February 9, 2009, and has worked with Edward Jones since July 16, 2004. Lance is registered with FINRA as well as the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Utah, Virginia and West Virginia. Lance has passed the Series 63, 66, 7, and SIE exams. Lance specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
PA
11/11/2013 - Present
Edward Jones (BETHEL PARK PA)
PA
09/16/2013 - 10/17/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
PA
07/16/2004 - 12/03/2008
EDWARD JONES (PITTSBURGH PA)
MN
04/27/2004 - 07/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/2004 - 07/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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