Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lambert is a financial advisor registered with T. Rowe Price Investment Services, Inc. Curtis has been in the financial services industry since 2018. Curtis holds the Series 6, Series 7, Series 63, and SIE licenses. Curtis is registered in 53 states. Curtis has a strong background in the financial services industry, having worked at H.D. Vest Investment Securities, Inc. and Schneider Securities, Inc. Curtis is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
CO
11/11/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
TX
02/24/1993 - 04/21/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CO
10/30/1992 - 02/24/1993
SCHNEIDER SECURITIES, INC. (DENVER CO)
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Lambert is the right advisor for you? Invested Better is here to help.
