Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Lynn Lamb is a financial advisor with Edward Jones. Marcy is an experienced financial advisor with a strong track record in the industry. Marcy is licensed to offer financial advice in Arizona. Marcy has been in the industry since 2006 and has held several roles at different financial firms before joining Edward Jones. Marcy has extensive knowledge of the financial markets and offers a range of financial services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Marcy's areas of expertise include financial planning, portfolio management, and retirement planning. Marcy is committed to helping clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
AZ
04/08/2021 - Present
Edward Jones (TEMPE AZ)
IL
03/11/2009 - 04/10/2017
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
AZ
08/14/2006 - 08/23/2007
ALLSTATE FINANCIAL SERVICES, LLC (PHOENIX AZ)
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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