Unclaimed
Michelle Lambert is a financial professional with over 30 years of experience in the industry. Michelle is currently registered with PFS Investments Inc. Michelle has a wide range of experience, including providing investment advice and managing portfolios. Michelle 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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/09/2018 - Present
PFS Investments Inc. (PHOENIX AZ)
NA
12/14/1990 - 05/15/1992
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 07/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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