Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lindsey is a financial advisor who has been working in the industry since September 1999. He is currently registered with Steward Partners Investment Advisory, LLC and has offices in Lake Oswego, OR and New York, NY. Justin has extensive experience in providing investment advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Justin has a strong commitment to providing personalized financial advice and working with his clients to help them achieve their financial goals. He has a deep understanding of the financial markets and is dedicated to staying up-to-date on the latest trends and regulations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
OR
05/01/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
09/13/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
BOTH
Issued 05/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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