Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Lindsey is a financial advisor with Raymond James Financial Services Advisors, Inc., with over 25 years of experience in the financial services industry. Chadwick has a strong background in investments, financial planning, and portfolio management. Chadwick is dedicated to helping clients achieve their financial goals and providing them with personalized financial advice. Chadwick has been with Raymond James for over 20 years and has a deep understanding of the company's products and services. Chadwick has a strong track record of success and is committed to providing clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
11/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (MCCOMB MS)
FL
01/07/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 05/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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