Unclaimed
Michael Lambertson is a financial advisor with J.P. Morgan Institutional Investments Inc. Michael has been in the financial services industry since 2013. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7TO and Series 63 securities licenses. Michael holds a SIE license as well. Michael Lambertson is registered with the following states: District of Columbia, Florida, Georgia, Kentucky, Maryland, New Jersey, New York, North Carolina, Puerto Rico, South Carolina, and Virginia.
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.
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.
1
2
NJ
12/15/2021 - Present
J.p. Morgan Institutional Investments Inc. (Jersey City NJ)
NJ
07/15/2013 - 07/28/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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