Unclaimed
Wayne Lambert is a registered representative of PFS Investments Inc. Wayne is an active advisor in the securities industry, having started their career in 1984. Wayne has a wide range of experience in the financial services industry, including portfolio management for individuals. Wayne holds a number of licenses, including Series 6, Series 63, Series 26, and Series 65. Wayne has been registered with PFS Investments Inc. since 2017.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/22/2017 - Present
PFS Investments Inc. (MANSFIELD TX)
IA
Issued 08/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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