Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Johnson is a financial advisor at Ameriprise Financial Services, LLC. Lindsey has been in the financial services industry since February 5, 2020. Lindsey has a Series 7TO, Series 66 and SIE licenses. Lindsey is registered with FINRA and the state of Virginia and is also a Registered Investment Advisor in Virginia. Lindsey specializes in working with individuals, high net worth individuals, corporations, trusts and estates, pension and profit sharing plans, charitable organizations and insurance companies. Lindsey's current office is located at 60 Walnut St Ste 4, Wellesley, MA, 02481. Lindsey also has a branch office location in MECHANICSVILLE, VA. Lindsey's practice is focused on providing financial planning, portfolio management, educational seminars, asset allocation services and selection of other advisors.
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.
Asset allocation 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
MA
08/10/2020 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
BOTH
Issued 07/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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