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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carl Lamb is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey Carl Lamb has been in the financial services industry since 2005. Jeffrey Carl Lamb is registered with the following securities authorities: Illinois, Indiana and Texas. Jeffrey Carl Lamb is also licensed as an Investment Advisor Representative in Illinois and Indiana. Jeffrey Carl Lamb's current employment is with Ameriprise Financial Services, LLC which has branch office locations in Woodridge, IL, and Valparaiso, IN. Jeffrey Carl Lamb has previous employment with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and THRIVENT INVESTMENT MANAGEMENT INC. Jeffrey Carl Lamb has passed the Series 7, Series 66 and SIE exams.
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.
1
2
IL
09/26/2024 - Present
Ameriprise Financial Services, LLC (Woodridge IL)
IN
10/22/2010 - 09/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
IN
11/04/2005 - 10/26/2010
THRIVENT INVESTMENT MANAGEMENT INC. (CROWN POINT IN)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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