Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lindsey is a financial advisor with over 10 years of experience in the financial services industry. Erik is registered with Private Advisor Group, LLC and is licensed to offer investment advice in Tennessee. Erik has a wide range of experience in financial planning, portfolio management, and retirement planning. Erik is committed to helping clients achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
12/12/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TN
04/18/2017 - 12/09/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Nashville TN)
TN
02/21/2013 - 04/25/2017
NYLIFE SECURITIES LLC (FRANKLIN TN)
BOTH
Issued 03/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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