Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Damion Lienart is a financial advisor in DALLAS, TX. Lance is currently registered with Integrated Advisors Network LLC. Lance has 24 years of experience in the financial services industry. Lance has passed the following exams: Series 63, Series 65, Series 7, Series 31, and SIE. Lance has been associated with the following firms: Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Lance is a registered Investment Advisor Representative in CA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/12/2019 - Present
Integrated Advisors Network LLC (DALLAS TX)
CA
06/01/2009 - 08/28/2019
MORGAN STANLEY (SANTA ROSA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA ROSA CA)
CA
06/15/1995 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ROSA CA)
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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