Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Garland Shetterly is an Investment Advisor Representative at Glassman Wealth Services, LLC. Lindsay has been in the industry since August 2014 and is registered with the states of Maryland, Texas, and Virginia. Lindsay specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Glassman Wealth Services, LLC provides financial planning, portfolio management, and pension consulting services. The firm has over $2 billion in regulatory assets under management and serves a variety of clients.
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.
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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VA
08/13/2014 - Present
Glassman Wealth Services, LLC (VIENNA VA)
IA
Issued 08/24/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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