Unclaimed
Gina Marie Lindsey is a financial professional with over 20 years of experience in the financial services industry. Gina is registered with LPL Financial LLC, an independent broker/dealer and registered investment advisor. Gina provides financial planning and investment management services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Gina worked at various other financial institutions, including Prudential Financial, MML Investors Services, Park Avenue Securities, and Foresters Equity Services. Gina holds a Series 6, Series 63, Series 65, and SIE licenses. Gina is also a Certified Financial Planner (CFP®).
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
NJ
10/26/2018 - Present
LPL Financial LLC (VOORHEES NJ)
CA
03/23/2012 - 10/24/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
06/06/2007 - 02/14/2012
PRUCO SECURITIES, LLC. (PRINCETON NJ)
NJ
01/05/2007 - 06/14/2007
MML INVESTORS SERVICES, INC. (MARLTON NJ)
NJ
09/24/2001 - 01/10/2007
PARK AVENUE SECURITIES LLC (PRINCETON NJ)
IA
Issued 06/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gina Lindsey is the right advisor for you? Invested Better is here to help.