Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Strickland is a financial advisor with Fidelity Personal and Workplace Advisors. Lance has been in the financial services industry since 2012 and has a broad range of experience in providing investment advice and financial planning services. Lance is registered with the state of Florida and is a Registered Representative with FINRA. Lance has been active in the financial services industry for over 10 years. Lance holds the Series 6, 7, and 66 securities licenses, as well as the Series 63 license. Lance is dedicated to helping clients achieve their financial goals.
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
FL
12/08/2022 - Present
Fidelity Personal AND Workplace Advisors (GAINESVILLE FL)
FL
09/24/2012 - 06/29/2022
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE FL)
BOTH
Issued 01/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lance Strickland is the right advisor for you? Invested Better is here to help.
