Unclaimed
Lindsey Cabrera is a financial professional with over 13 years of experience in the financial services industry. Lindsey is a registered representative with J.p. Morgan Securities LLC, and has a Series 6, Series 63 and SIE license. Lindsey has worked with individual and institutional clients, specializing in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Lindsey is passionate about helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (SEDONA AZ)
AZ
11/30/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEDONA AZ)
BC
Issued 12/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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