Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Elaine Lewis is a registered representative with LPL Financial LLC and has been in the industry since March 21, 2017. Lindsay holds a Series 6, Series 63, and Series 65 license and a SIE. Lindsay has previously been registered with CUNA Brokerage Services, Inc. and Cetera Investment Services LLC. Lindsay is licensed in Florida, Illinois, Indiana, Michigan, Minnesota, Missouri, Ohio, Pennsylvania, Texas, and Washington. Lindsay's areas of specialization include retirement planning, investment planning, college planning, and estate planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/25/2023 - Present
LPL Financial LLC (WARREN OH)
OH
07/01/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WARREN OH)
PA
05/19/2016 - 08/27/2018
CETERA INVESTMENT SERVICES LLC (New Castle PA)
IA
Issued 08/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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