Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antwan? Claim Your ProfileAntwan Lambert is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Antwan has been in the financial services industry since 2008. Antwan holds Series 6, 7, 63 and 65 securities licenses and is registered in 51 states. Antwan has experience working with clients at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC and E*TRADE Securities LLC. Antwan has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Antwan offers a wide range of services, including financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
02/15/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)
TX
12/23/2019 - 02/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMBALL TX)
VA
08/03/2011 - 10/07/2019
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
GA
05/11/2009 - 07/12/2011
E*TRADE SECURITIES LLC (ALPHARETTA GA)
FL
12/13/2007 - 01/22/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 02/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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