Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Alain Shoush is an investment advisor representative at Fidelity Personal And Workplace Advisors in Boston, MA. Lindsay has been in the industry since 2008. Lindsay's firm manages assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. They provide financial planning, educational seminars, and selection of other advisors. Lindsay has a Series 7, Series 9, Series 10, and Series 66 license.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OK
04/29/2013 - 07/22/2013
WELLS FARGO ADVISORS, LLC (TULSA OK)
OK
09/02/2011 - 04/23/2013
AMERIPRISE FINANCIAL SERVICES, INC. (TULSA OK)
TX
02/08/2008 - 08/16/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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