Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Seiders Evans is a financial advisor with BOK Financial Securities, Inc. located in Richardson, Texas. Lindsay has over 14 years of experience in the financial services industry. Lindsay holds Series 7, Series 52, Series 50, and Series 63 licenses and the SIE exam. Lindsay is registered to provide financial advice in Arizona, Oklahoma and Texas. Lindsay specializes in a variety of financial services including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Educational Seminars, Financial Planning, and Selection of Other Advisors. Lindsay was previously employed with HILLTOP SECURITIES INC. and SOUTHWEST SECURITIES, INC.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
TX
04/05/2023 - Present
BOK Financial Securities, Inc. (Richardson TX)
TX
01/21/2016 - 03/31/2023
HILLTOP SECURITIES INC. (FORT WORTH TX)
TX
01/22/2009 - 05/16/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/21/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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