Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Lambrix is an investment advisor representative for PNC Investments. Jason Andrew Lambrix has been in the securities industry since November 18, 1999. Jason Andrew Lambrix holds Series 4, 7, 9, 10, 24, 53, 63, 65, and 66 securities licenses and is registered in 53 states and District of Columbia to sell securities and provide investment advisory services. Jason Andrew Lambrix has been registered with CUNA BROKERAGE SERVICES, INC., MULTI-BANK SECURITIES, INC., H&R BLOCK FINANCIAL ADVISORS, INC., LPL Financial LLC, and PNC Investments.
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.
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.
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
MI
01/23/2025 - Present
PNC Investments (BROWNSTOWN TWP MI)
MI
03/28/2003 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BROWNSTOWN TWP MI)
MI
04/24/2002 - 08/06/2002
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
MI
03/18/1999 - 04/10/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 02/03/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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