Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Yang is a financial advisor with Fidelity Brokerage Services LLC. Lance has over 20 years of experience in the financial industry. Lance's primary office is located in Westlake, TX. Lance is registered in 53 states and has passed the Series 7, Series 63 and the SIE exams. Lance has worked at several firms including National Financial Services LLC and Fidelity Brokerage Services LLC.
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.
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TX
11/23/2016 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/12/2010 - 04/08/2016
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
01/11/2010 - 02/17/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/15/2007 - 12/03/2009
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
08/10/2006 - 05/29/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CA
01/13/2003 - 08/10/2006
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
RI
05/17/2001 - 01/28/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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