Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance J. Gill is a financial professional with over 15 years of experience in the securities industry. Lance has a broad range of experience, including investment banking, securities trading, and financial planning. Currently, Lance is a registered representative of Citigroup Global Markets Inc., where Lance specializes in providing comprehensive financial advice to high-net-worth individuals, corporations, and institutions. Prior to joining Citigroup Global Markets Inc., Lance held positions at STONEX FINANCIAL INC., UBS Financial Services Inc., HSBC Securities (USA) Inc., and RBS Securities Inc. Lance holds the Series 7, Series 63, Series 79TO, and SIE licenses.
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.
1
2
NY
04/24/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/20/2021 - 10/13/2022
STONEX FINANCIAL INC. (NEW YORK NY)
NJ
02/06/2019 - 04/23/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/08/2011 - 07/30/2018
HSBC SECURITIES (USA) INC. (NEW YORK NY)
CT
04/02/2007 - 05/31/2011
RBS SECURITIES INC. (STAMFORD CT)
NY
10/06/2006 - 04/10/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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