Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Garrett Lance is a financial professional with over 11 years of experience in the industry. Raymond has a strong track record of success in investment banking, and holds several industry certifications, including Series 7, Series 66, Series 79, and SIE. Currently, Raymond is an Investment Banking Registered Representative at J.P. Morgan Securities LLC, where Raymond is focused on providing comprehensive financial planning and portfolio management services to individuals, businesses, and institutions. Raymond is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in all 50 states. Before joining J.P. Morgan Securities LLC, Raymond was a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/05/2023 - Present
J.p. Morgan Securities LLC (Austin TX)
TX
10/27/2011 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BC
Issued 07/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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