Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Mantle is a financial advisor who has been in the industry since 2014. Currently registered with Fidelity Personal AND Workplace Advisors, Lance has experience working with a variety of clients, including individuals, families, and businesses. Lance's experience at Morgan Stanley and Wells Fargo Clearing Services, LLC allowed him to develop a deep understanding of the financial markets and investment strategies. His dedication to understanding each client's individual needs and financial goals enables him to provide personalized financial advice and investment guidance. Lance offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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.
1
2
CA
07/18/2022 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
CA
07/08/2015 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
CA
05/02/2014 - 04/02/2015
MORGAN STANLEY (WALNUT CREEK CA)
BOTH
Issued 08/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lance Mantle is the right advisor for you? Invested Better is here to help.
