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 Payne is a financial advisor with Rockefeller Financial LLC. Lindsay has been in the financial services industry since May 15, 2017, and is currently registered with the state of Virginia as well as other states. Lindsay has a variety of professional designations including Certified Financial Planner, and holds the Series 66, Series 7, Series 9 and Series 10 licenses. Lindsay specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
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
VA
02/01/2024 - Present
Rockefeller Financial LLC (Richmond VA)
VA
02/17/2021 - 02/05/2024
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
05/16/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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