Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Lambert is a financial advisor registered with Pimco Investments LLC. Joseph has been active in the industry since June 12, 2010. Prior to joining Pimco Investments LLC, Joseph worked at ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Joseph holds the following licenses and certifications: Series 3, Series 7, Series 66, Series 87 and SIE. Joseph is registered in 53 states and the District of Columbia.
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.
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.
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CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
11/17/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
06/11/2010 - 11/15/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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