Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Lambert is a financial advisor with over 20 years of experience in the financial services industry. Edgar is currently registered with Raymond James Financial Services Advisors, Inc. Edgar has held previous positions with firms such as PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Edgar holds Series 7, Series 31 and Series 66 licenses. Edgar offers advisory services such as financial planning, portfolio management, and pension consulting.
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
PA
09/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (WAYNE PA)
PA
10/02/2009 - 11/19/2012
PURSHE KAPLAN STERLING INVESTMENTS (WEST CONSHOHOCKEN PA)
PA
06/01/2009 - 10/05/2009
MORGAN STANLEY SMITH BARNEY (WEST CONSHOHOCKEN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
08/08/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)
BOTH
Issued 08/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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