Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Leclerc is a financial advisor at Fidelity Personal And Workplace Advisors. Lindsay has been in the financial industry since 2017. Lindsay has a strong background in financial planning and portfolio management. Lindsay has also held positions at St. Joseph Hospital and Fidelity Brokerage Services LLC. Lindsay is licensed in Massachusetts, New Hampshire, Texas and Utah.
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.
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
NH
02/25/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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