Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindie? Claim Your ProfileLindie Lin is a financial advisor with Edward Jones. Lindie has been in the industry since 2008. She has a wide range of experience in the financial services industry, including working with a variety of firms such as Charles Schwab, Merrill Lynch, and E*TRADE. Lindie holds the Series 7, Series 27, Series 99TO, and SIE licenses. She is also a registered representative with FINRA and is registered with the firm Edward Jones. Lindie specializes in providing financial planning, portfolio management, and pension consulting services to individuals and 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.
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.
See schedule d - miscellaneous
1
2
MO
12/15/2023 - Present
Edward Jones (ST LOUIS MO)
CA
04/18/2022 - 09/23/2022
ALL OF US SECURITIES LLC (SAN JOSE CA)
AZ
12/08/2015 - 03/11/2022
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IL
02/24/2016 - 01/02/2018
OPTIONSXPRESS, INC. (CHICAGO IL)
NJ
12/20/2011 - 11/12/2015
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
05/17/2011 - 11/12/2015
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IL
12/20/2011 - 01/21/2014
G1 EXECUTION SERVICES, LLC (CHICAGO IL)
NY
10/17/2008 - 05/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/04/2007 - 09/26/2008
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NJ
10/12/2006 - 06/18/2007
UBS SERVICES USA LLC (WEEHAWKEN NJ)
BC
Issued 04/06/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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