Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Tabbert is a financial advisor with Fifth Third Securities, Inc. He has been active in the financial industry since 2010. Lance's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31, 63, 65, and 66 securities licenses. Lance's previous experience includes working at Allianz Life Financial Services, LLC, Essex National Securities, LLC, LaSalle Financial Services, Inc., and Dean Witter Reynolds Inc.
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.
Sponsor wrap fee program
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.
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2
MI
07/26/2023 - Present
Fifth Third Securities, Inc. (ROSEVILLE MI)
MN
08/23/2022 - 02/07/2023
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MI
03/11/2011 - 04/11/2016
ESSEX NATIONAL SECURITIES, LLC (TAYLOR MI)
IL
08/17/1999 - 06/05/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
06/29/1998 - 03/15/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 7/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/8/2022
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/29/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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