Unclaimed
Christine Lambert is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christine has been in the financial industry since 1993. Christine has passed the Series 7, Series 63, Series 66, and SIE exams. Christine is registered with the following states: Alabama, Florida, Indiana, Kentucky, Ohio, Pennsylvania, and Tennessee. Christine specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
1
2
OH
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
06/14/2016 - 09/10/2022
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
11/14/2011 - 06/08/2016
U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)
OH
06/12/2001 - 11/23/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
07/09/1993 - 06/04/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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