Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Elise Boriack is a registered representative with Avantax Advisory Services. Lindsey has been in the financial services industry since 2008 and has experience with various firms including Investors Brokerage of Texas, LTD., Chase Investment Services Corp., and AXA Advisors, LLC. Lindsey holds the Series 7, Series 66, and SIE licenses. Lindsey is a dedicated professional who is committed to providing her clients with personalized financial advice and guidance. Lindsey works out of the Avantax Advisory Services office in Giddings, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (Giddings TX)
TX
07/27/2010 - 03/29/2012
INVESTORS BROKERAGE OF TEXAS, LTD. (WACO TX)
TX
11/14/2008 - 11/20/2009
CHASE INVESTMENT SERVICES CORP. (COLLEGE STATION TX)
TX
07/30/2008 - 11/25/2008
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 02/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsey Boriack is the right advisor for you? Invested Better is here to help.
