Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Jonathan Campolong is a financial advisor with Fidelity Personal And Workplace Advisors. He has been in the industry for over 20 years and has a broad range of experience in the financial services sector. Lance has a Series 7, Series 63, and Series 66 license. Lance currently works in the Missouri City, Texas branch office and has 52 state licenses. He specializes in providing financial planning, educational seminars, portfolio management for businesses and individuals, and selecting other advisors. He also manages assets for a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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2
TX
12/21/2021 - Present
Fidelity Personal AND Workplace Advisors (MISSOURI CITY TX)
NY
07/23/2002 - 10/31/2002
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
07/19/2001 - 08/20/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
CA
07/06/2001 - 07/25/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
09/11/2000 - 07/17/2001
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
CA
06/12/2000 - 09/14/2000
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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