Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Schmitt is a registered representative with Oppenheimer & Co. Inc. Lindsay has been working in the securities industry since August 2023 and holds the Series 7, Series 63, and Series 65 licenses. Lindsay has a broad background in financial services and has held positions at various companies including Charles Schwab & Co., Inc. Previously, Lindsay worked in the Kalamazoo area in a variety of roles that include a customer service agent for the United States Postal Service, a clerk for the Kalamazoo County Consolidated Dispatch Authority, and a financial service specialist for Amerifirst Financial Corporation. Lindsay holds a degree in General Studies from Western Michigan University.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
08/05/2024 - Present
Oppenheimer & Co. Inc. (KALAMAZOO MI)
TX
08/07/2023 - 02/12/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lindsay Schmitt is the right advisor for you? Invested Better is here to help.
