Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Maher is a registered investment advisor representative with PFS Investments Inc. with over 10 years of experience in the industry. Lindsay holds Series 6, 63, 65 and 26 securities licenses and is registered in Iowa, Minnesota and British Columbia. Lindsay is an active advisor who works with a wide range of clients including individuals, high net worth individuals, corporations and charitable organizations.
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.
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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2
IA
10/27/2016 - Present
PFS Investments Inc. (URBANDALE IA)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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