Unclaimed
Lindsay Peoples is a financial advisor at Ameriprise Financial Services, LLC. Lindsay has been in the financial industry since May 11, 2021. Lindsay is registered with the state of Colorado and Texas as an Investment Advisor Representative (IAR) and Registered Representative (RR). Lindsay holds the Series 66, Series 7TO, and SIE licenses. Lindsay is a member of FINRA and the Securities Investor Protection Corporation (SIPC).
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.
1
2
CO
01/07/2022 - Present
Ameriprise Financial Services, LLC (Arvada CO)
BOTH
Issued 10/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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