Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Michelle Stuart is a financial advisor at Moss Adams Wealth Advisors LLC and has over 5 years of experience in the financial industry. Lindsay is registered as a Registered Representative (RA) in Oregon and Washington and has passed the Series 66, 63, 10, 9, 7, and SIE exams. Lindsay is dedicated to providing personalized financial advice to individuals, families, and businesses, and has experience working with clients from all walks of life. Lindsay has previously worked at Charles Schwab & Co., Inc., and Charles Schwab Bank, which gives her a strong foundation in financial planning, wealth management, and investment management. Lindsay specializes in helping clients with their financial goals, including retirement planning, college savings, and estate planning.
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.
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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10/09/2018 - Present
Moss Adams Wealth Advisors LLC (Portland OR)
OR
11/20/2013 - 04/20/2018
CHARLES SCHWAB & CO., INC. (PORTLAND OR)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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