Unclaimed
Lindsay Cimina is a financial advisor with Ameriprise Financial Services, LLC in Vancouver, Washington. Lindsay has been in the financial services industry since 2010. Lindsay's experience includes previous roles at LPL FINANCIAL LLC, TRANSAMERICA FINANCIAL ADVISORS, INC and COMMONWEALTH FINANCIAL NETWORK. Lindsay has a Series 66, Series 24 and Series 7 license. Lindsay also holds a SIE license. Lindsay is registered with FINRA and is a registered investment advisor in Washington.
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.
Asset allocation services
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
WA
10/15/2020 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
WA
12/07/2017 - 07/08/2019
LPL FINANCIAL LLC (VANCOUVER WA)
OR
03/31/2011 - 01/09/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
CA
08/15/2007 - 08/02/2010
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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