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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Lindsay is a financial advisor with over 13 years of experience in the industry. Jennifer is currently registered with Osaic Wealth, Inc. in Ohio and Texas, and is also registered as an Investment Advisor Representative in Ohio and Texas. Jennifer holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Prior to joining Osaic Wealth, Inc., Jennifer worked at NEXT FINANCIAL GROUP, INC. and CETERA ADVISORS LLC. Jennifer offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
OH
06/20/2024 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
08/17/2015 - 06/24/2024
NEXT FINANCIAL GROUP, INC. (Maumee OH)
OH
03/25/2011 - 08/18/2015
CETERA ADVISORS LLC (PERRYSBURG OH)
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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