Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Claytor is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago. Lindsay has over 15 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, Series 63, Series 66 and Series 24. Lindsay provides financial advice to individuals, businesses, and institutions, with a focus on retirement planning, investment management, and estate planning. Lindsay is also a board member of The Night Ministry, a Chicago-based organization that provides support to those experiencing homelessness and poverty.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
11/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
FL
05/10/2019 - 06/05/2019
BOFA SECURITIES, INC. (TAMPA FL)
FL
05/16/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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