Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Elizabeth Stonemets-leaf is an investment advisor representative at Raymond James Financial Services Advisors, Inc. based in Greeley, Colorado. Lindsey has been working in the financial services industry since 2014. She is registered with the Securities and Exchange Commission and is also registered with the state of Colorado. Lindsey works with a variety of clients, including individuals, corporations, and non-profits. She provides financial planning and investment advice. Lindsey holds the Series 66, Series 7TO, and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (Greeley CO)
BOTH
Issued 12/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lindsey Stonemets-leaf is the right advisor for you? Invested Better is here to help.
