Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Lamb is a financial advisor with PFS Investments Inc., located in Mesquite, Texas. Nick has been in the financial services industry since 1985. Nick is registered with the state of Texas as both a registered representative and an investment advisor representative. Nick is also registered in several other states as a registered representative. Nick has passed the Series 6, Series 63, Series 26, and Series 65 exams. Nick's previous work experience includes Primerica Financial Services.
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.
1
2
TX
05/29/2012 - Present
PFS Investments Inc. (MESQUITE TX)
IA
Issued 02/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nick Lamb is the right advisor for you? Invested Better is here to help.
