Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Hubeny is a financial advisor with Ameriprise Financial Services, LLC. Lance has been in the industry since January 1983 and has been registered with Ameriprise Financial Services, LLC since May 2022. Lance is licensed to provide advisory services in California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, South Carolina and Virginia. Lance has also worked with Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Lance provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation 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.
1
2
NJ
05/23/2022 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
07/25/2012 - 05/18/2016
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
08/24/2007 - 07/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
04/02/2007 - 09/04/2007
MORGAN STANLEY & CO., INCORPORATED (RED BANK NJ)
NJ
04/19/1989 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NA
09/06/1984 - 04/27/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/19/1983 - 09/06/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 05/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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