Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Antonowicz is a financial advisor at Fidelity Personal And Workplace Advisors. Lindsay has been working in the financial industry since 2010. Lindsay is licensed to provide investment advice in Connecticut. Lindsay has passed the Series 63, Series 65, Series 7, Series 7TO, Series 24, and Series 51 exams. Lindsay is a Certified Financial Planner. Lindsay has experience providing investment advice to individuals, businesses, and pension plans.
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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CT
01/11/2023 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
RI
08/12/2010 - 06/14/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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