Unclaimed
Lindsay Mills is a financial advisor at Hightower Advisors, LLC. Lindsay has been in the industry since 2006 and is registered with the state of Pennsylvania. Lindsay has a Series 7 and Series 66 license. Lindsay also provides treasury management services to corporate 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
PA
10/06/2017 - Present
Hightower Advisors, LLC (Lebanon PA)
PA
07/13/2010 - 10/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
PA
06/19/2009 - 06/28/2010
EDWARD JONES (LANCASTER PA)
PA
04/18/2008 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
PA
08/29/2006 - 04/10/2008
WACHOVIA SECURITIES, LLC (LANCASTER PA)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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