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Lindsay Elizabeth Stone

Osaic Wealth, Inc.

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About Lindsay Elizabeth Stone

Lindsay Elizabeth Stone is a registered representative with Osaic Wealth, Inc., a firm with headquarters in Scottsdale, Arizona. Lindsay has been in the financial services industry since November 12, 2023. Lindsay holds Series 63, Series 6TO and SIE licenses. Lindsay is currently registered to offer securities in North Carolina and South Carolina. Lindsay's firm provides a variety of financial planning and investment management services to individuals, businesses, and charitable organizations.

Firm Information

Lindsay Stone is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lindsay Stone’s Registration & Firm History

SC

11/13/2023 - Present

Osaic Wealth, Inc. (GREENVILLE SC)

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Licenses & Designations

BC

Issued 01/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsay Elizabeth Stone.
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