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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Lambert is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 25 years of experience in the financial industry. Terrence Lambert specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
02/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH NY)
FL
09/23/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
07/24/1998 - 09/29/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
03/04/1998 - 07/24/1998
THE BOSTON GROUP (LOS ANGELES CA)
CA
12/24/1997 - 05/19/1998
LINTZ GLOVER WHITE & COMPANY, INC. (VALLEY VILLAGE CA)
NY
11/18/1994 - 11/05/1997
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NA
08/07/1992 - 11/28/1994
BRENNER SECURITIES CORPORATION
NY
10/29/1990 - 07/20/1992
MILLER TABAK HIRSCH & CO. (NEW YORK NY)
NA
10/17/1988 - 03/13/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/15/1987 - 10/04/1988
BEAR, STEARNS & CO. INC.
NA
01/08/1986 - 04/27/1987
WERTHEIM SCHRODER & CO. INCORPORATED
NA
12/31/1979 - 01/16/1986
DEAN WITTER REYNOLDS INC.
NA
08/20/1975 - 12/11/1977
WOOD, STRUTHERS & WINTHROP INC
NA
02/21/1973 - 08/30/1975
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/09/1981
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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