Unclaimed
Tracy Lambert is a financial advisor with Fidelity Brokerage Services LLC. Tracy has been working in the financial services industry since July 20, 2005. Tracy is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Tracy is also registered with the state of New Hampshire and other states.
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
NH
07/21/2005 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Tracy Lambert is the right advisor for you? Invested Better is here to help.