Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Holton is a registered representative with William Blair. Lindsey has been in the securities industry since April 16, 2009. Lindsey is registered in 32 states and has a broad range of experience in the financial industry, including securities, investments and investment advisory. Lindsey is registered to provide investment advice and services to individuals, businesses, trusts, estates, retirement plans and other entities. Lindsey has experience in a variety of investment products and strategies, including stocks, bonds, mutual funds, exchange-traded funds, options, and other investment vehicles.
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.
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.
Equity research services
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
IL
08/26/2015 - Present
William Blair (CHICAGO IL)
IL
10/06/1999 - 12/31/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 08/26/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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