Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Lambert is a financial advisor with over 20 years of experience in the industry. Shawn is currently registered with Benjamin F. Edwards & Company, Inc. in both Florida and Washington. Shawn's previous experience includes working with Wells Fargo Clearing Services, LLC, CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, LPL Financial LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Shawn is a licensed Investment Advisor Representative, holding Series 7, 31, and 66 licenses. Shawn specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/16/2024 - Present
Benjamin F. Edwards & Company, Inc. (Lady Lake FL)
WA
08/15/2019 - 05/15/2024
WELLS FARGO CLEARING SERVICES, LLC (SPOKANE WA)
WA
07/11/2018 - 05/07/2019
CUSO FINANCIAL SERVICES, L.P. (Spokane Valley WA)
ID
08/28/2017 - 07/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
ID
12/18/2014 - 08/02/2017
J.P. MORGAN SECURITIES LLC (COEUR D'ALENE ID)
ID
01/27/2012 - 12/21/2012
LPL FINANCIAL LLC (COEUR D'ALENE ID)
ID
01/01/2008 - 01/31/2012
WELLS FARGO ADVISORS, LLC (COEUR D'ALENE ID)
ID
11/18/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COEUR D'ALENE ID)
NY
06/12/2001 - 11/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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