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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Pohl is a financial advisor with Morgan Stanley and has been in the industry since November 18, 2020. Lindsey is registered in 47 states and two U.S. territories. She has passed the Series 7, Series 63, Series 66 and SIE exams. Lindsey's primary office is located in Palm Harbor, FL. She is also a Registered Investment Advisor (RIA). In addition to her work at Morgan Stanley, Lindsey also owns a business called "Boone Babes" which provides event planning services. Lindsey has a wide range of experience in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/03/2022 - Present
Morgan Stanley (Palm Harbor FL)
NC
11/19/2020 - 07/25/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 06/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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