Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Clark is an investment advisor representative with LPL Financial LLC. Lindsey is currently registered in 12 states, and previously worked for Wealth Enhancement Brokerage Services, LLC in Plymouth, MN. Lindsey has been in the securities industry since 2017 and has worked for a variety of financial institutions before joining LPL Financial. Lindsey has a Series 7, Series 66, and SIE license. Lindsey also works with other financial institutions such as Wealth Enhancement Advisory Services, LLC. Lindsey provides financial planning, portfolio management, and other advisory services for both individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
05/19/2023 - Present
LPL Financial LLC (MINNEAPOLIS MN)
MN
10/18/2017 - 05/18/2023
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 11/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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