Unclaimed
Lindsey Stonehart is a financial professional with over 10 years of experience in the financial services industry. Lindsey is currently registered with Fidelity Brokerage Services LLC and has held previous registrations with Fidelity Investments Institutional Services Company, Inc. and NYLIFE Securities LLC. Lindsey holds Series 6, 7 and 63 licenses as well as the SIE. Lindsey is licensed in 52 states and the District of Columbia.
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.
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.
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2
RI
01/03/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/01/2010 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/07/2008 - 01/29/2010
NYLIFE SECURITIES LLC (PROVIDENCE RI)
BC
Issued 11/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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