Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Gen Sherritt is a financial advisor with Ameriprise Financial Services, LLC. Lindsay has been in the industry for 10 years and has a Series 7, 63, and 65 license. Lindsay is registered to provide investment advice in 14 states. Ameriprise Financial Services, LLC is a large financial services firm with a strong focus on individual investors and has over $479 billion in assets under management. The firm provides a wide range of financial products and services, including financial planning, investment management, and insurance. Lindsay's clients appreciate her personalized approach and commitment to helping them achieve their financial goals.
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
MN
09/04/2020 - Present
Ameriprise Financial Services, LLC (ORTONVILLE MN)
IA
Issued 07/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsay Sherritt is the right advisor for you? Invested Better is here to help.
