Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Michal Wales is a financial advisor based in ST. LOUIS, MO. Lindsay currently works for Buckingham Strategic Partners, LLC and THE Colony Group, LLC. Lindsay has experience in the financial industry since 2018. Lindsay is licensed to offer investment advice in California and Missouri and holds the Series 7, Series 63, Series 65, Series 52, and SIE licenses. Lindsay provides financial planning and portfolio management services for individuals, businesses, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
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2
MO
11/01/2021 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
10/23/2018 - 09/28/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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