Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Irving Lambrix has over 40 years of experience in the financial services industry. George Lambrix is currently registered with MML Investors Services, LLC and has been with the firm since 1984. George Lambrix also holds registrations with the states of California, Idaho, Oregon, Texas, and Utah. George Lambrix has passed the Series 63, Series 65, and Series 7 exams, as well as the SIE exam. George Lambrix also holds the Chartered Financial Consultant designation. George Lambrix is also a licensed life and health insurance agent. George Lambrix specializes in providing financial planning, asset allocation programs, and portfolio management services to individuals, businesses, and retirement plans.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CA
11/14/2012 - Present
MML Investors Services, LLC (NAPA CA)
NA
05/24/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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