Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Lambert Parde is an active financial advisor, licensed in 32 states. Conrad has been working in the industry since June 5, 1973. Conrad is a registered representative of Raymond James Financial Services Advisors, Inc. and holds several certifications, including Series 7, 9, 10, 24, 63, 65, and SIE. Conrad is currently a branch manager at the firm's Lincoln, NE office and specializes in providing financial planning and portfolio management services to individuals and businesses. Conrad has previously worked with several other firms including Lehman Brothers Inc., E.F. Hutton & Company Inc., Dain, Kalman & Quail, Incorporated, Citigroup Global Markets Inc., and Morgan Stanley.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
11/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (LINCOLN NE)
NE
06/01/2009 - 11/11/2019
MORGAN STANLEY (LINCOLN NE)
NE
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/25/1977 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
06/06/1973 - 11/17/1977
DAIN, KALMAN & QUAIL, INCORPORATED
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1980
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1978
PC - AMEX Put and Call Exam
BC
Issued 06/01/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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