Unclaimed
William Rafael Lanza has been a registered representative since May 30, 2002. William has been working with Blackrock Investments, LLC since May 16, 2023. Previously, William has worked with Lord Abbett Distributor LLC, Pershing LLC and Fred Alger & Company, Incorporated. William holds the Series 7 and SIE licenses. William is currently registered with FINRA.
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
NJ
05/16/2023 - Present
Blackrock Investments, LLC (PRINCETON NJ)
NJ
04/26/2007 - 09/21/2021
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
06/09/2004 - 02/09/2006
PERSHING LLC (JERSEY CITY NJ)
NY
05/30/2002 - 05/10/2004
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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