Unclaimed
Lindsey Elizabeth Repper is a financial advisor who has been in the industry since 2022. Lindsey is currently registered with MML Investors Services, LLC and holds Series 7TO and SIE licenses. Lindsey is also registered in New York as an Investment Advisor Representative. Previously, Lindsey worked at American Funds Distributors, Inc. in San Antonio, Texas. Lindsey specializes in providing financial planning, asset allocation programs, and educational seminars. Lindsey has experience working with individuals, corporations, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/10/2024 - Present
MML Investors Services, LLC (EAST HILLS NY)
TX
01/20/2023 - 07/17/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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