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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Lou Lamb is a financial advisor with Morgan Stanley. Betty Lou Lamb has been in the financial services industry since 1979. She has worked at several firms including Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Betty Lou Lamb has been registered with FINRA since 1979. Betty Lou Lamb is licensed in 35 states to provide investment advice, including Florida, Texas, Pennsylvania and several others. She is also registered with the Securities and Exchange Commission (SEC) and is a Registered Investment Advisor. She is licensed to offer securities and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/15/2020 - Present
Morgan Stanley (Pittsburgh PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/12/1981 - 11/04/1987
LEGG MASON MASTEN INC.
NA
06/25/1979 - 06/11/1981
SHEARSON LOEB RHOADES INC.
NA
06/01/1979 - 06/26/1979
LOEB PARTNERS
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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