Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Robert Lambertson is an investment advisor representative at Founders Financial Securities LLC in Modesto, CA. Andrew has been in the industry since 2007 and is registered with the state of California to provide investment advisory services. Andrew Robert Lambertson is also a registered representative with FINRA. Andrew is also the President/Owner of Lamberston Financial Services and a Partner at Skyson Financial.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/07/2014 - Present
Founders Financial Securities LLC (Modesto CA)
CA
01/06/2012 - 04/07/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (MODESTO CA)
CA
02/05/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MODESTO CA)
IA
Issued 12/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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