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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 Elizabeth Davis is a financial advisor at Fidelity Personal AND Workplace Advisors. Lindsey has been in the financial services industry since 2015 and has extensive experience in financial planning, portfolio management, and educational seminars. Lindsey holds the Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses and is a Certified Financial Planner. Lindsey provides a variety of services including investment planning, retirement planning, education planning, and estate planning. Lindsey is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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