Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lambert has been in the financial industry since August 25, 1981. Edward is a Certified Financial Planner who is currently registered with LPL Financial LLC in the state of Michigan and Texas. Edward also holds the Series 6, 7, 24, and 63 licenses and has been active as a registered representative and investment advisor for over 40 years. Previously, Edward was registered with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. In addition to his work with LPL Financial LLC, Edward is also involved with other businesses, including Financial Services Group of Michigan, Inc. and Financial Resources, Inc. Edward's specializations include financial planning, portfolio management, and 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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
10/24/2024 - Present
LPL Financial LLC (TROY MI)
NY
08/26/1981 - 06/20/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/26/1981 - 06/20/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Lambert is the right advisor for you? Invested Better is here to help.
