Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lindsay is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Katherine has been in the industry since February 2015. Katherine is registered with the state of Massachusetts. Katherine has a Series 65 license. Katherine is located in Springfield, MA and works out of the Cambridge Investment Research Advisors, Inc. branch office located at 1500 Main St., Ste 1502 in Springfield, MA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
02/06/2019 - Present
Cambridge Investment Research Advisors, Inc. (Springfield MA)
IA
Issued 04/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Katherine Lindsay is the right advisor for you? Invested Better is here to help.
