Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Thompson is a financial advisor with Equity Services, Inc. in Montpelier, VT. Lindsay has been working in the industry since 2006 and has a wide range of experience in financial planning, portfolio management, and investment advice. Lindsay is registered to offer securities in Vermont. She is a Series 6, 26, and 63 licensed professional, and holds the SIE designation. Lindsay has worked at various financial institutions including MetLife Investors Distribution Company in Charlotte, NC and Hartford Equity Sales Company Inc in Hartford, CT.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
03/11/2016 - Present
Equity Services, Inc. (MONTPELIER VT)
NC
09/25/2006 - 08/10/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
CT
07/07/2006 - 08/30/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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