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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lambert is a financial advisor with Tocqueville Asset Management LP. Paul has been in the securities industry since 2010 and has been registered with Tocqueville Asset Management LP since August 2021. Paul has a Series 63, Series 52TO, SIE and Series 7 license. Paul is registered in Connecticut and New York. Paul has experience working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations or other businesses, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Paul provides financial planning, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/20/2021 - Present
Tocqueville Asset Management LP (NEW YORK NY)
OH
10/23/2008 - 12/18/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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