Unclaimed
Lindsay Kramer Chandler is an investment advisor representative associated with Janney Montgomery Scott LLC. Lindsay has been in the financial services industry since July 2007. Lindsay has a Series 7, 6, and 63 license as well as a Series 65. Lindsay is registered with the Financial Industry Regulatory Authority (FINRA) and holds registrations in Alabama, Delaware, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Lindsay previously worked for Wells Fargo Clearing Services, LLC.
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.
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.
Fee plus commission
1
2
SC
06/12/2024 - Present
Janney Montgomery Scott LLC (Spartanburg SC)
SC
07/24/2007 - 02/25/2022
WELLS FARGO CLEARING SERVICES, LLC (SPARTANBURG SC)
IA
Issued 07/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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