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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Ann Black is a financial advisor currently registered with World Investment Advisors, LLC in Tempe, Arizona. Lindsay has been active in the financial industry since 2015. Lindsay is also registered as an investment advisor representative in Texas. Lindsay holds the Series 63, Series 65 and Series 7 securities licenses as well as the SIE exam. Lindsay has experience working with clients in the financial services industry, including Wells Fargo Business Banking and Wells Fargo Clearing Services, LLC. Lindsay has experience with various client types such as high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to financial advisory services, Lindsay also has experience in Non-Variable Insurance Sales.
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.
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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AZ
05/07/2024 - Present
World Investment Advisors, LLC (Tempe AZ)
AZ
07/06/2015 - 05/23/2019
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
IA
Issued 07/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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