Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Baumgartner is an investment advisor representative registered with Edward Jones. Lindsay has been in the securities industry since October 18, 2011. Lindsay is licensed in Missouri. Lindsay has passed the Series 66, Series 9, Series 10, Series 24, SIE, and Series 7 exams. Lindsay has experience working as a Certified Pharmacy Technician for Walgreens. Lindsay is a financial advisor at Edward Jones, where she provides investment advice to individual and corporate clients. Lindsay specializes in financial planning, pension consulting, and portfolio management. Lindsay is dedicated to helping her clients achieve their financial goals.
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
03/24/2016 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
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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