Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Wynn is a Registered Representative with Fidelity Personal and Workplace Advisors and has been working in the financial services industry for over 12 years. Lindsey has a diverse range of experience and holds multiple licenses and certifications, including Series 6, 7, 9, 10, 63, and 66. Lindsey has held previous roles at Fidelity Investments in Westlake, TX and is currently located in Boston, MA. Fidelity Personal and Workplace Advisors provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 02/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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