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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Long Loignon is a financial advisor with Cetera Investment Advisers LLC. Lindsay has been in the industry since 2011 and has experience working with various clients, including individuals, businesses, and retirement plans. Lindsay holds Series 7, 63, 65, and SIE licenses. Lindsay is registered to provide investment advisory services in South Carolina and Texas.
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.
A percentage of the total value of assets under management is charged.
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2
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
10/16/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
SC
03/13/2012 - 09/20/2019
CITIGROUP GLOBAL MARKETS INC. (MOUNT PLEASANT SC)
SC
08/11/2011 - 06/23/2016
AUTOMATED TRADING DESK FINANCIAL SERVICES, LLC (MT. PLEASANT SC)
IA
Issued 2/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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