Lance Margolis
VP, Regional Brokerage Consultant at Fidelity Investments | King of Prussia, Pennsylvania, United States
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VP, Regional Brokerage Consultant at Fidelity Investments in October 2020 to Present
Senior Internal Wholesaler at Hartford Funds in July 2015 to October 2020
Supervisor, Stock Record Group at Vanguard in May 2014 to July 2015
AML Compliance Administrator at Vanguard in September 2010 to May 2014
Legal Intern at New Jersey Office of the Attorney General, Financial Crimes in September 2013 to May 2014
Manuscript Editor at Delaware Journal of Corporate Law in March 2012 to May 2013
Special Securities Administrator at Vanguard in July 2008 to September 2010
Brokerage Associate at Vanguard in September 2006 to July 2008
Financial Consultant at First Financial Group / MassMutual in January 2005 to January 2006
Intern at Merrill Lynch in June 2004 to August 2004
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Widener University School of Law, JD, January 2009 to January 2013
Penn State University, BS, January 2000 to January 2005
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Mutual Funds
Securities
Sales
Series 7
Series 63
Financial Services
Investments
Legal Research
Finance
Investment Advisory
Legal Writing
Trading
AML
Corporate Law
Alternative Investments
Bonds
Securities Regulation
Fixed Annuities
Insurance
Fixed Income
Term Life Insurance
Disability Insurance
Whole Life
Risk Management
Equities
Asset Allocation
Sales Presentations
Portfolio Management
Customer Relationship Management (CRM)
Business Development
Microsoft Office
Salesforce.com
Salesforce Lightning
Leadership
Management
ETFs
Stocks
Restricted Stock
Private Placements
Wealth Management
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Discover more about Fidelity InvestmentsWhat is Lance Margolis email address?
Email Lance Margolis at [email protected] and [email protected]. This email is the most updated Lance Margolis's email found in 2026.
What is Lance Margolis phone number?
Lance Margolis phone number is 6102652091.
How to contact Lance Margolis?
To contact Lance Margolis send an email to [email protected] or [email protected]. If you want to call Lance Margolis try calling on 6102652091.
What company does Lance Margolis work for?
Lance Margolis works for Fidelity Investments
What is Lance Margolis's role at Fidelity Investments?
Lance Margolis is VP, Regional Brokerage Consultant
What industry does Lance Margolis work in?
Lance Margolis works in the Financial Services industry.
Lance Margolis Email Addresses
Lance Margolis Phone Numbers
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