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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lindsey is a financial advisor with Equitable Advisors, LLC. Jeffrey has been a registered representative in the financial services industry since March 2022. Jeffrey is registered with the state of South Carolina as an Investment Advisor Representative and a Registered Representative. Jeffrey has a series 63, 66 and Series 7, 82, 99, 22, 6 licenses and is a Registered Representative with Financial Industry Regulatory Authority (FINRA). Prior to joining Equitable Advisors, LLC, Jeffrey worked at Wells Fargo Securities, LLC and Vanguard Marketing Corporation.
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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2
SC
07/23/2024 - Present
Equitable Advisors, LLC (GREENVILLE SC)
NC
05/24/2023 - 07/30/2024
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
03/04/2022 - 08/16/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 05/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/24/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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