Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Elizabeth Lambert is an investment advisor representative who has been in the industry since May 2019. Emily is registered with PFS Investments Inc., and is licensed in the state of Texas. Emily is a registered representative and holds Series 63, 65, and Series 26, 6TO, and SIE licenses. Emily specializes in providing financial planning and portfolio management for individuals.
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.
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.
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2
TX
12/08/2020 - Present
PFS Investments Inc. (RICHARDSON TX)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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