Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lamb is a financial advisor with Raymond James & Associates, Inc. Brian has been in the financial industry since 2001. Brian has experience working at various financial institutions including J.P. Morgan Securities LLC, Chase Investment Services Corp., and Pruco Securities Corporation. Brian is licensed to sell securities in several states including Michigan, Texas, and Florida, among others.
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.
Please see note in schedule d - miscellaneous
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.
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2
MI
06/15/2020 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
10/01/2012 - 02/25/2015
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
IL
07/18/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
02/02/2001 - 05/02/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/18/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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