Unclaimed
Lindsay Starks Young is a financial advisor at Osaic Wealth, Inc. Lindsay has over 11 years of experience in the financial services industry. Lindsay is registered with the state of Alabama as an Investment Advisor Representative (IAR) and a Broker/Dealer Representative. Lindsay specializes in providing financial planning, portfolio management and educational seminars. Lindsay is also registered in Florida and Mississippi.
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.
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.
1
2
AL
02/09/2024 - Present
Osaic Wealth, Inc. (TUSCALOOSA AL)
AL
03/19/2019 - 02/09/2024
LPL FINANCIAL LLC (TUSCALOOSA AL)
AL
07/17/2017 - 03/20/2019
WELLS FARGO CLEARING SERVICES, LLC (GUIN AL)
AL
12/10/2014 - 07/19/2017
PNC INVESTMENTS (HUEYTOWN AL)
AL
07/25/2012 - 11/17/2014
PFS INVESTMENTS INC. (TUSCALOOSA AL)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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