Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Cain Bulger is a registered Investment Advisor Representative, with over 13 years of experience in the financial industry. Lindsey's most recent employment is with Macquarie Investment Management Business Trust, where she has been registered as a representative since 2022. Previously, Lindsey has held positions with UBS Securities LLC and Prudential Investment Management Services LLC. Lindsey has passed exams for both securities and investment advisory licenses and is licensed in multiple states. Lindsey works with a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, insurance companies, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
09/26/2022 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NY
09/28/2020 - 06/09/2022
UBS SECURITIES LLC (NEW YORK NY)
NJ
04/13/2010 - 08/28/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
ME
09/10/2009 - 03/19/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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