Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lynn Lindsley is an investment advisor representative with Osaic Wealth, Inc. Heather has been in the financial services industry since 2004 and has a broad range of experience in the financial services industry, including experience in insurance sales. She is licensed to provide investment advice and sell securities in Wisconsin. Heather is a skilled financial professional who is dedicated to providing her clients with the highest level of service.
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.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
06/18/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
08/16/2012 - 06/14/2013
MWA FINANCIAL SERVICES INC. (GREEN BAY WI)
WI
07/09/2010 - 08/31/2012
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
10/26/2006 - 07/14/2010
AMERITAS INVESTMENT CORP. (GREEN BAY WI)
WI
07/26/2004 - 11/21/2006
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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