Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lambert is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 28 years of experience in the industry. Michael has a strong track record of success in providing financial advice and investment management services to a wide range of clients. Michael holds both Series 7 and Series 63 licenses and has specialized knowledge in providing advice on stocks, bonds, mutual funds, and variable annuities. Michael also provides financial planning services to clients. Prior to joining Stifel, Michael worked with Piper Jaffray & Co. and U.S. Bancorp Investments, Inc. Michael is committed to providing clients with personalized financial advice and investment management services that meet their individual needs and 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.
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.
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.
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MN
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
05/19/2000 - 07/31/2007
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
01/28/1999 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
08/21/1998 - 02/11/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
04/23/1997 - 08/21/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/29/1986 - 09/14/1989
BANKERS SYSTEMS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BC
Issued 05/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
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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