Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Joseph Gillespie is a financial advisor with Transamerica Capital, Inc. Lance has been in the securities industry since July 2022. Lance is registered with the state of Colorado and holds a Series 7TO, SIE and Series 63 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.
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.
1
2
CO
07/16/2024 - Present
Transamerica Capital, Inc. (DENVER CO)
CO
07/22/2022 - 07/05/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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