Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Dietz is a registered representative with J.P. Morgan Securities LLC. Lindsay has been in the financial industry since June 9, 2019, and has a strong track record of providing excellent service to clients. Lindsay holds Series 7TO, SIE, 63, and 24 licenses. Lindsay specializes in financial planning, pension consulting, portfolio management, and selection of other advisors. Before joining J.P. Morgan Securities LLC, Lindsay worked at MORGAN STANLEY and J.P. Morgan Securities LLC. Lindsay is committed to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
04/18/2023 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
03/15/2022 - 04/06/2023
MORGAN STANLEY (Columbus OH)
IL
05/01/2019 - 02/13/2022
J.P. MORGAN SECURITIES LLC (Chicago IL)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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