Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey McCool is a financial advisor with Mariner Wealth. Lindsey has been working in the financial industry since 2006. Lindsey is registered in Arkansas and Oklahoma as an Investment Advisor Representative. Lindsey holds the Series 7, Series 63 and Series 65 securities licenses. Lindsey is also a Certified Financial Planner. Lindsey specializes in providing financial planning, investment management, pension consulting, educational seminars, and publication of periodicals. Lindsey offers portfolio management services for individuals, businesses, and pooled investment vehicles. Lindsey also provides family office services. Lindsey is committed to providing personalized financial advice and services to help 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.
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.
Family office 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.
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2
OK
09/23/2016 - Present
Mariner Wealth (TULSA OK)
OK
03/08/2010 - 04/01/2014
J.P. MORGAN SECURITIES LLC (TULSA OK)
SC
09/20/2006 - 04/25/2008
JEFFERSON PILOT SECURITIES CORPORATION (COLUMBIA SC)
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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