Unclaimed
Lance Douglas Vegna is a registered representative of Northern Trust Investments, Inc. Lance has been working in the industry since 2013 and has experience with Northern Trust Securities, Inc., MACQUARIE CAPITAL (USA) INC., and CANTOR FITZGERALD & CO.. Lance has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Lance is registered in New York and specializes in providing investment advice to individuals, businesses, investment companies, pooled investment vehicles, and high net worth individuals.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Transition management service fees
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NY
01/13/2025 - Present
Northern Trust Investments, Inc. (New York NY)
Active
Inactive
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