Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Jakubowski is a financial advisor with Charles Schwab & CO., Inc. based in Westlake, Ohio. Lindsay has been in the industry since June 2018. Lindsay is registered with FINRA and the state of Ohio, Texas, and many others. Lindsay has passed the Series 66, Series 7, and the SIE exam. Lindsay provides financial planning services and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/02/2020 - Present
Charles Schwab & CO., Inc. (Westlake OH)
OH
06/05/2018 - 10/18/2019
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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