Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chant'a? Claim Your ProfileChant'a Lindsey is a financial advisor with LPL Financial LLC. Chant'a has been in the financial industry since December 2016. Chant'a holds a Series 66, Series 7, Series 9, Series 10, Series 24, and Series 99TO licenses. Chant'a has been registered with LPL Financial LLC since August 2023 and was previously registered with J.P. MORGAN SECURITIES LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
09/06/2023 - Present
LPL Financial LLC (FORT MILL SC)
OH
12/07/2016 - 08/15/2023
J.P. MORGAN SECURITIES LLC (Westerville OH)
BOTH
Issued 12/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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