Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Hawke Lindh is a financial advisor with over 20 years of experience in the industry. Ellen is currently registered with Forvis Mazars Wealth Advisors, LLC in both North Carolina and Virginia. Previously, Ellen was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc. Ellen is a Series 6, 7, 26, 63 and 65 licensed advisor and specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, corporations, high net worth individuals, charitable organizations and pension and profit sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
06/01/2022 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
NC
10/23/2009 - 12/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
NC
03/31/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HIGH POINT NC)
IA
Issued 01/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ellen Lindh is the right advisor for you? Invested Better is here to help.
