Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica C Lamb is a financial advisor with over 20 years of experience in the industry. Jessica is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked with OSAIC FS, INC., FORESTERS EQUITY SERVICES, INC., EQUITY SERVICES, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Jessica is a licensed investment advisor representative and holds Series 6, 7, 24, 63, and 65 licenses. Jessica holds a Series 24 license and specializes in a range of financial services, including financial planning, pension consulting, and portfolio management. Jessica works with individual investors, high-net-worth individuals, and retirement plans.
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.
Solicitation fees from 3rd party money managers
1
2
NC
07/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wendell NC)
NC
08/05/2015 - 07/22/2024
OSAIC FS, INC. (WENDELL NC)
CA
11/15/2011 - 07/31/2015
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NC
02/06/2009 - 11/16/2011
EQUITY SERVICES, INC. (DENVER NC)
NC
10/25/2004 - 01/26/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER NC)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Lamb is the right advisor for you? Invested Better is here to help.
