Unclaimed
Lindsay Lasseter Lockery is a financial advisor associated with MMA Securities LLC, a firm based in New York, NY. Lindsay Lasseter Lockery has been in the industry since December 2022. Lindsay Lasseter Lockery holds the SIE, Series 6TO, and Series 63 licenses. Lindsay Lasseter Lockery is registered in 14 states. The firm provides advisory services to retirement plan participants. Lindsay Lasseter Lockery specializes in Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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GA
12/09/2022 - Present
MMA Securities LLC (Alpharetta GA)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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