Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lambert is a financial advisor who has been in the industry since February 7, 1998. Donald is a registered representative with J.P. Morgan Securities LLC and holds Series 7, 9, 10, 24, 63 and 65 licenses. Donald has worked in the financial industry for over 20 years and has experience working with a variety of clients including high-net-worth individuals, corporations, and institutional clients. Donald specializes in portfolio management and provides financial planning services to clients. He is a valuable asset to J.P. Morgan Securities LLC and has a proven track record of success in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
03/22/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
IN
10/02/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
IL
06/01/2004 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
07/26/1999 - 06/01/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/10/1996 - 11/24/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Lambert is the right advisor for you? Invested Better is here to help.
