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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick A. Lambert is a financial advisor with Raymond James Financial Services Advisors, Inc. Frederick has been in the financial services industry since 2002. Frederick is registered with the state of Florida as both a securities broker and an investment advisor. Frederick has a strong background in the industry and has a variety of credentials, including the Series 63, 65, 7, 9, 10, and SIE exams. Frederick offers a range of services, including financial planning, investment management, and retirement planning. Frederick has been with Raymond James since 2015. Frederick is dedicated to providing clients with personalized financial advice and guidance.
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
FL
12/13/2016 - Present
Raymond James Financial Services Advisors, Inc. (PENSACOLA FL)
FL
10/15/2002 - 07/13/2015
EDWARD JONES (PENSACOLA FL)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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