Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lemmon? Claim Your ProfileLemmon Hamilton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lemmon has been in the securities industry since 2000. Lemmon Hamilton is registered in 55 states, and the District of Columbia. Lemmon Hamilton specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Lemmon is also registered as an Investment Adviser Representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
03/13/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NY
05/12/2011 - 06/28/2011
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
06/09/2005 - 12/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/27/2000 - 05/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lemmon Hamilton is the right advisor for you? Invested Better is here to help.
