Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay June Glassman is an investment advisor representative at Landmark Wealth Management. Lindsay has been in the financial services industry since 2014 and has experience working with high net worth individuals, charitable organizations, and individuals other than high net worth. Lindsay is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Lindsay is registered with the state of New York and is an active investment advisor representative with Landmark Wealth Management.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
03/08/2021 - Present
Landmark Wealth Management (GETZVILLE NY)
Active
Inactive
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