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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 Nadel is an Investment Advisor Representative with Cerity Partners LLC, working in the New York, NY office. Lindsey has been working in the financial services industry since 2000 and has experience with several firms, including Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Lindsey's specializations include portfolio management for individuals, businesses and pooled investment vehicles. Lindsey holds the Series 63, 65 and 7 licenses.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/13/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
08/19/2010 - 07/16/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/29/2007 - 08/09/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/18/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
09/17/2003 - 08/01/2006
UST SECURITIES CORP. (NEW YORK NY)
NY
07/03/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 09/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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