Unclaimed
Lindsay Marie Buker is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 11 years of experience in the financial services industry. Lindsay is licensed in 27 states and provides financial planning services to individuals, families, and businesses. Lindsay's areas of expertise include retirement planning, investment management, and estate planning. Lindsay holds the Series 7, Series 63, and SIE licenses. Lindsay is also a Certified Financial Planner™. Lindsay is a member of the Raymond James Financial Services Advisors, Inc. team and is committed to providing her clients with personalized service and sound financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (PERRYSBURG OH)
BC
Issued 06/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsay Buker is the right advisor for you? Invested Better is here to help.