Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Lamb has been in the financial services industry since 2006. Sheldon is currently registered with Global Atlantic Distributors, LLC and is licensed to provide investment advice in 51 states. Previously Sheldon worked at DIRECTED SERVICES LLC. Sheldon has passed the Series 6, Series 63, Series 65, Series 7 and the SIE exams.
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
PA
01/11/2011 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
10/30/2006 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 10/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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