Unclaimed
Cleaton Melvin Lindsey is a financial advisor at LPL Financial LLC in Troy, Michigan. Cleaton has been in the financial services industry since October 1998 and has been with LPL Financial LLC since September 2009. Cleaton specializes in providing financial planning, investment management, and other advisory services for individuals, corporations, and other businesses. Cleaton is registered to provide investment advisory services in Michigan and Texas, and also has securities licenses in Arizona, California, Florida, Idaho, Illinois, Kentucky, Maryland, Michigan, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington.
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
MI
04/22/2015 - Present
LPL Financial LLC (TROY MI)
MI
10/20/1998 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
BOTH
Issued 08/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cleaton Lindsey is the right advisor for you? Invested Better is here to help.