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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 David Lammert is a financial advisor with over 20 years of experience in the industry. Currently registered with Osaic Wealth, Inc., Jeffrey has been providing investment advice since 1999. His background includes experience with U.S. Bancorp Investments, Inc., Chase Investment Services Corp., Raymond James Financial Services, Inc., and Lincoln Financial Advisors Corporation. Jeffrey is a Certified Financial Planner and holds Series 6, 7, 63 and 66 licenses. He offers financial planning, portfolio management, and insurance products to individuals, families, and businesses.
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.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
10/03/2011 - 06/22/2016
U.S. BANCORP INVESTMENTS, INC. (COLUMBUS OH)
OH
06/24/2009 - 10/04/2011
CHASE INVESTMENT SERVICES CORP. (WORTHINGTON OH)
OH
06/23/2004 - 06/08/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (UPPER ARLINGTON OH)
IN
05/17/2001 - 06/23/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/17/2001 - 06/23/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
01/29/2001 - 03/07/2001
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
OH
02/09/1999 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
BOTH
Issued 08/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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