Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lambert is a registered representative with MML Investors Services, LLC. Charles has been in the financial industry since 1997. His current registrations include a Series 63, Series 6, and a SIE. Charles holds an active registration with the state of New Jersey and is also registered in several other states. Charles has experience with a number of firms including MSI Financial Services, Inc., New England Securities and Lincoln Financial Advisors Corporation. In addition to his work as a financial advisor, Charles is an independent insurance agent, selling Dental and Group Disability Income, Disability, Fixed Annuities, LTC, Life/Accident/Health.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
11/18/2009 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
03/23/1999 - 11/19/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)
MA
06/11/1997 - 02/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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