Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Kluger is a registered representative with A.g.p. / Alliance Global Partners. Lance has been in the financial services industry since 1997. Lance is a registered investment advisor representative in Florida, New Jersey, New York and South Carolina. Lance is also a registered representative with FINRA. Prior to joining A.g.p. / Alliance Global Partners, Lance was a registered representative with SUMMIT BROKERAGE SERVICES, INC. from 2003 to 2019, and WACHOVIA SECURITIES FINANCIAL NETWORK, INC. from 2001 to 2003. Lance specializes in providing financial services to individuals, corporations, businesses, charitable organizations, and pension plans. Lance's firm A.g.p. / Alliance Global Partners is a registered investment advisor that provides a range of financial services, including investment management, financial planning, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
FL
09/12/2024 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
02/03/2003 - 08/23/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
06/01/2000 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
12/07/1999 - 05/18/2000
S.G. MARTIN SECURITIES LLC (JERICHO NY)
FL
11/13/1998 - 12/31/1999
FIN-ATLANTIC SECURITIES, INC. (JUPITER FL)
NY
08/12/1998 - 12/16/1998
MADISON CAPITAL MARKETS CORP. (NEW YORK NY)
NA
01/29/1997 - 07/02/1998
WALSH MANNING SECURITIES, LLC
IA
Issued 09/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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