Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Kaminski is a financial advisor in Appleton, Wisconsin with over 16 years of experience in the financial services industry. Lindsay is a Certified Financial Planner and holds a Series 7, Series 66, and Series 24 license. She is currently registered with Gateway Wealth Partners, LLC and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC, National Planning Corporation, Investment Centers of America, Inc., and SII Investments, Inc.. Lindsay specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
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
WI
06/14/2024 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
11/04/2021 - 06/18/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
WI
01/09/2017 - 11/18/2021
RBC CAPITAL MARKETS, LLC (APPLETON WI)
CA
03/03/2016 - 12/27/2016
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
07/06/2015 - 12/27/2016
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/09/2015 - 12/27/2016
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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