Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Bylow is a financial advisor with over 25 years of experience in the industry. Lance is currently registered with Citigroup Global Markets Inc. and has been with the firm since July 2018. Lance also previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bessemer Investor Services, Inc., Barclays Capital Inc., and Lehman Brothers Inc. Lance is a registered Investment Advisor and holds several industry licenses including Series 7, Series 63, Series 65, Series 79TO, and the SIE Exam. Lance also provides asset allocation advice, financial planning, pension consulting, and other advisory services to clients.
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.
Asset allocation advice
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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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/18/2013 - 07/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/08/2011 - 03/21/2013
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
09/22/2008 - 08/31/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/08/1996 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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