Unclaimed
Repp Lambert is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Repp has been in the financial industry since 1997 and is licensed to provide investment advice in Virginia. Repp is also a registered representative with the firm. They offer various services including investment research and referrals to other advisors. Prior to working for Northwestern Mutual, Repp worked for ROBERT W. BAIRD & CO. INCORPORATED.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
VA
01/28/2008 - Present
Northwestern Mutual Investment Services, LLC (Virginia Bch VA)
WI
01/17/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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