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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Sawicki is a financial advisor with Morgan Stanley, offering comprehensive financial advice and investment management services. Lindsey has a strong background in the financial services industry, holding licenses for both brokerage and investment advisory services. Lindsey has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. Lindsey has experience in providing asset allocation, financial planning, and portfolio management services, and is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AK
08/28/2024 - Present
Morgan Stanley (ANCHORAGE AK)
CO
12/15/2023 - 05/14/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
AK
08/20/2021 - 09/01/2023
MORGAN STANLEY (ANCHORAGE AK)
AK
08/04/2014 - 05/24/2017
CHARLES SCHWAB & CO., INC. (ANCHORAGE AK)
AK
05/04/2011 - 07/24/2014
GWFS EQUITIES, INC. (ANCHORAGE AK)
BOTH
Issued 01/06/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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