Unclaimed
Lindsay Pritchett is a registered representative of Edward Jones and has been in the financial services industry since February 27, 2024. Lindsay is currently licensed to conduct securities business in the state of Missouri. Lindsay has successfully passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Lindsay's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
See schedule d - miscellaneous
1
2
MO
02/27/2024 - Present
Edward Jones (Maryland Heights MO)
BC
Issued 02/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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