Unclaimed
Theresa Lambert is a financial professional with over 23 years of experience in the financial services industry. Theresa is currently registered with Metlife Investors Distribution Co. Theresa has a strong track record of providing financial guidance to individuals and families. Theresa holds the Series 6 and Series 26 licenses, as well as the SIE designation.
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
IA
08/08/2011 - Present
Metlife Investors Distribution Co. (WEST DES MOINES IA)
IA
10/18/2012 - 06/30/2016
METLIFE SECURITIES, INC (WEST DES MOINES IA)
IA
08/08/2011 - 01/02/2015
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
07/31/2006 - 08/08/2011
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
12/11/2004 - 08/08/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
CA
05/01/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IL
08/30/1999 - 05/01/2001
METLIFE INVESTORS SALES COMPANY (OAKBROOK TERRACE IL)
BC
Issued 09/17/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Lambert is the right advisor for you? Invested Better is here to help.