Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamont? Claim Your ProfileLamont Parker is a financial advisor with over 20 years of experience in the industry. He is currently registered with Lifemark Securities Corp. in Newark, DE, and has a history of working with a variety of firms, including Brookstone Securities, Inc., First Midwest Securities, Inc., Raymond James & Associates, Inc., Morgan Stanley DW Inc., and American Express Financial Advisors Inc. Lamont Parker holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE. He also has a strong background in insurance, having served as an independent insurance agent since 1997. Lamont Parker's clients include individuals, other investment advisors, and insurance companies. He provides financial planning services, including retirement planning, college savings, and estate planning. He also manages investment portfolios for individuals.
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.
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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2
DE
07/05/2011 - Present
Lifemark Securities Corp. (NEWARK DE)
DE
04/03/2007 - 06/17/2011
BROOKSTONE SECURITIES, INC. (WILMINGTON DE)
PA
08/19/2005 - 04/02/2007
FIRST MIDWEST SECURITIES, INC. (KENNETT SQUARE PA)
FL
03/31/2003 - 07/18/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/23/1998 - 04/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
02/17/1998 - 07/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/17/1998 - 07/08/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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