Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Lambert is a financial professional with over 20 years of experience in the financial services industry. John has held positions at several firms, including LPL Financial, The Huntington Investment Company, and IFMG Securities. John is currently registered as an Investment Advisor Representative with Caitlin John. John holds Series 6, 7, 24, 63, and 66 securities licenses. John is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. John has a passion for helping clients achieve their financial goals. John specializes in financial planning, portfolio management, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MI
01/01/2025 - Present
Caitlin John (BRIGHTON MI)
MI
02/01/2017 - 08/03/2017
THE HUNTINGTON INVESTMENT COMPANY (FLINT MI)
MI
03/04/2008 - 02/01/2017
LPL FINANCIAL LLC (FLINT MI)
MI
07/26/2004 - 03/04/2008
IFMG SECURITIES, INC. (TRAVERSE CITY MI)
CA
03/11/2004 - 07/27/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
07/26/2001 - 03/18/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
02/18/1998 - 04/05/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
10/17/1996 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MA
10/11/1993 - 10/17/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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