Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillie? Claim Your ProfileLillie Ann Lindsay is a financial advisor with over 20 years of experience in the financial services industry. Lillie Ann currently works with LPL Financial LLC. Prior to joining LPL Financial, Lillie Ann worked with PNC Investments, MML Investors Services, LLC, U.S. Bancorp Investments, Inc. and Edward Jones. Lillie Ann holds a Series 6, Series 7, Series 63 and Series 65 license. Lillie Ann offers a variety of financial services including financial planning, portfolio management, and retirement planning. Lillie Ann's client base includes individuals, families, and small businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
MO
05/27/2020 - Present
LPL Financial LLC (ST. PETERS MO)
MO
02/08/2018 - 06/02/2020
PNC INVESTMENTS (O'Fallon MO)
MO
04/21/2017 - 02/06/2018
MML INVESTORS SERVICES, LLC (ST. LOUIS MO)
MO
08/15/2013 - 04/05/2017
U.S. BANCORP INVESTMENTS, INC. (FENTON MO)
MO
08/09/2013 - 08/22/2013
EDWARD JONES (TOWN & COUNTRY MO)
MO
03/01/2008 - 08/13/2013
U.S. BANCORP INVESTMENTS, INC. (FENTON MO)
MO
06/12/2001 - 02/21/2008
SIGNATOR INVESTORS, INC. (ELLISVILLE MO)
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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