Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lambert is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative of State Farm Investment Management Corp. Jeffrey is a Chartered Financial Consultant and holds the Series 6 and SIE securities licenses. Jeffrey is a member of the Swanton Rotary Club and is the owner and agent of Jeffrey Lambert's Insurance Agency. Jeffrey has been with State Farm VP Management Corp. since May 1997 and has been with State Farm Investment Management Corp. since December 2019. Jeffrey specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OH
12/16/2019 - Present
State Farm Investment Management Corp. (Swanton OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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