Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lambert is a financial advisor with Thrivent Investment Management Inc. located in Appleton, WI. Daniel has been in the industry since 1991 and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Daniel's expertise includes financial planning and portfolio management. Daniel has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for over 20 years.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
WI
06/11/2020 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
02/26/1997 - 08/24/2018
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MA
06/27/1989 - 01/22/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/27/1989 - 01/22/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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