Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Jones is a financial professional with over 18 years of experience in the financial services industry. Lindsay is currently registered with Principal Securities, Inc. and has been with them since March 2012. Prior to this role, Lindsay has held positions at Lincoln Financial Distributors, Inc. and Jefferson Pilot Securities Corporation. Lindsay's expertise lies in financial planning, pension consulting, and portfolio management. Lindsay is dedicated to helping individuals and families achieve their financial goals and objectives.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
03/23/2012 - Present
Principal Securities, Inc. (RALEIGH NC)
NC
11/14/2006 - 02/28/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
06/20/2005 - 11/22/2006
JEFFERSON PILOT SECURITIES CORPORATION (GREENSBORO NC)
IN
08/16/2004 - 05/10/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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