Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graeme? Claim Your ProfileGraeme Lamb is a financial advisor who has been working in the industry since 1995. Graeme is currently registered with Ameriprise Financial Services, LLC. Graeme has worked with a variety of clients including corporations, individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Graeme has been actively involved in the financial services industry for over 25 years, focusing on financial planning and asset allocation services.
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 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.
A percentage of the total value of assets under management is charged.
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2
NH
03/27/2009 - Present
Ameriprise Financial Services, LLC (Concord NH)
NH
03/17/2006 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
RI
07/14/2000 - 03/17/2006
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NH
12/01/1999 - 07/11/2000
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NY
03/02/1995 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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