Unclaimed
Sally Lambers is a financial advisor with Fidelity Brokerage Services LLC. Sally has over 20 years of experience in the financial services industry. Sally is licensed to sell securities in Kentucky. Sally holds the Series 6, 7, and 63 licenses and has passed the Securities Industry Essentials Examination (SIE). Sally's prior experience includes working for Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island.
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
KY
12/14/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
02/20/1998 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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