Unclaimed
Lindsay Reams is a registered representative with Principal Securities, Inc. Lindsay has been in the industry since October 9, 2014. Lindsay is licensed to offer securities products and services in Iowa. Lindsay is a registered representative with both FINRA and the Iowa Securities Division. Lindsay holds the Series 7 and Series 66 registrations. In addition, Lindsay also holds the Securities Industry Essentials Exam (SIE). Lindsay is also an administrative assistant at Longnecker & Associates, LLC, a company that provides administrative support and operations services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
10/16/2014 - Present
Principal Securities, Inc. (West Des Moines IA)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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