Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lambert is a financial advisor with over 40 years of experience in the industry. Patrick has a broad background of experience in the financial services industry, with expertise in Investment Banking. Patrick is currently registered with Noble Capital Markets, Inc. and holds FINRA Series 7, Series 24, and Series 63 licenses. Patrick is also licensed in the following states: Arizona, California, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Minnesota, New Mexico, New York, Oklahoma, Oregon, South Carolina, Texas, Virginia, Washington, and Wisconsin.
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
CT
03/01/2021 - Present
Noble Capital Markets, Inc. (Westport CT)
AZ
02/07/2017 - 03/02/2021
ADVISORY GROUP EQUITY SERVICES LTD. (Scottsdale AZ)
AZ
11/21/2006 - 02/14/2017
SOURCE CAPITAL GROUP, INC. (SCOTTSDALE AZ)
AZ
11/04/2004 - 11/21/2006
MEYERS ASSOCIATES, L.P. (SCOTTSDALE AZ)
MN
11/30/2001 - 10/28/2004
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
AZ
02/17/1995 - 12/03/2001
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
08/09/1993 - 01/19/1995
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
CA
06/04/1993 - 08/05/1993
LA JOLLA SECURITIES CORPORATION (LA JOLLA CA)
NA
03/31/1992 - 05/19/1993
FIRST AMERICAN BILTMORE SECURITIES, INC.
NA
03/20/1985 - 05/11/1992
CENPAC SECURITIES CORP.
NA
08/24/1984 - 04/08/1985
WALL STREET WEST, INC.
NA
08/07/1984 - 08/28/1984
CONTINENTAL AMERICAN SECURITIES, INC.
NA
12/20/1983 - 08/13/1984
MALONE & ASSOCIATES, INC.
NA
12/10/1981 - 12/16/1983
FIRST FINANCIAL SECURITIES, INC.
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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