Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lambert is a financial advisor with over 17 years of experience in the financial services industry. Jeremy is a registered representative with Janney Montgomery Scott LLC and is licensed to provide financial advice in 45 states and the District of Columbia. Jeremy has previously worked at Morgan Stanley and Waddell & Reed, Inc.. Jeremy specializes in providing financial planning, investment management, and pension consulting services to individuals, families, businesses, and retirement plans. Jeremy's expertise and dedication to his clients make him a valuable resource for those seeking to achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
05/09/2016 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
07/09/2009 - 04/19/2016
MORGAN STANLEY (WILMINGTON DE)
PA
08/16/2006 - 07/10/2009
WADDELL & REED, INC. (CHADD'S FORD PA)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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