Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Elizabeth Olsen is a financial advisor with over 18 years of experience in the industry. Lindsay currently works with Osaic Wealth, Inc. in Scottsdale, Arizona. Lindsay has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Lindsay specializes in financial planning, portfolio management, and retirement 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.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
09/13/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
KS
07/21/2021 - 09/15/2022
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
05/01/2018 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
07/14/2005 - 04/02/2018
SCOTTRADE, INC. (ST LOUIS MO)
NJ
10/18/2004 - 04/01/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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