Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Lambert is a financial advisor registered with Raymond James & Associates, Inc. Leeann has been in the financial services industry since September 26, 2000. Leeann holds several licenses and registrations, including Series 7, Series 9, Series 10, and Series 63. Previously, Leeann has worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Leeann's firm offers a range of services, including financial planning, portfolio management, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/23/2011 - Present
Raymond James & Associates, Inc. (LAKELAND FL)
FL
06/01/2009 - 06/20/2011
MORGAN STANLEY SMITH BARNEY (LAKELAND FL)
FL
09/27/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAKELAND FL)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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