Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Sturmak is a financial advisor with over 20 years of experience in the financial services industry. Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional and has worked at various firms, including Wells Fargo Investments, LLC, J.P. Morgan Securities Inc., and National Planning Corporation. Lindsay is currently registered with the State of New Jersey as an Investment Advisor Representative (IAR) and is affiliated with Perigon Wealth Management, LLC. Lindsay offers financial planning, investment management, and other services to individuals, families, and businesses.
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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CA
12/03/2019 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
NJ
01/31/2019 - 05/15/2019
IMST DISTRIBUTORS, LLC (Ridgewood NJ)
NJ
11/30/2005 - 11/02/2017
NATIONAL PLANNING CORPORATION (RIDGEWOOD NJ)
CA
09/22/2003 - 11/30/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
07/30/2001 - 08/21/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
02/01/2000 - 08/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
10/16/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 04/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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