Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Marie Perez is a financial advisor with Robinhood Financial, LLC. Lindsay has been in the financial services industry since 2016 and holds the Series 7, Series 66, and Series 24 licenses. Lindsay previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
FL
11/10/2020 - Present
Robinhood Financial, LLC (Lake Mary FL)
NY
08/15/2016 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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