Unclaimed
Lindsay Dryden is a financial advisor with Black Diamond Financial, LLC. Lindsay has over 20 years of experience in the financial services industry. Lindsay holds the Series 7, 24, and 63 securities licenses and the Series 65 investment advisor license. Lindsay specializes in providing financial planning, portfolio management and pension consulting for individuals, businesses and pooled investment vehicles.
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.
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.
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
MD
01/06/2024 - Present
Black Diamond Financial, LLC (TOWSON MD)
NY
09/16/2005 - 03/04/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/24/2000 - 08/30/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
VA
05/05/1999 - 11/10/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
04/29/1999 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 09/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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