Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Ortiz Gonzalez is a financial professional with a career in the industry beginning on October 1, 2023. Lance is currently registered with Pimco Investments LLC. Lance is Series 3, Series 7TO, and Series 63 licensed and has earned the SIE designation. Lance holds registrations in 12 states, including Texas.
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
TX
10/02/2023 - Present
Pimco Investments LLC (Austin TX)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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