Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Lambert is a financial advisor with over 30 years of experience in the industry. Stefan is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Stefan worked at Lincoln Financial Advisors in Philadelphia, Pennsylvania and Lincoln Financial Securities in Philadelphia, Pennsylvania. Stefan also holds licenses as a registered representative and investment advisor in the state of Virginia. Stefan has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Stefan's expertise includes financial planning, portfolio management, and pension consulting.
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.
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2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
VA
05/19/2008 - 07/19/2012
WADDELL & REED, INC. (VIENNA VA)
VA
10/07/2003 - 07/20/2007
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
07/31/1993 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/31/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/20/1989 - 02/22/1990
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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