Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Kalee Miller is a financial advisor with Edward Jones. Lindsey has been in the financial industry since May 2018. Lindsey holds Series 6, 7, 66 and SIE licenses. Lindsey is registered in 54 states and two territories. Lindsey previously worked at Purshe Kaplan Sterling Investments and Mickool, Inc. Lindsey's clients include high-net-worth individuals, individuals other than high-net-worth, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit sharing plans and banking or thrift institutions. Lindsey provides financial planning, pension consulting, and selection of other advisors services to clients.
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.
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.
See schedule d - miscellaneous
1
2
MO
08/25/2020 - Present
Edward Jones (ST LOUIS MO)
FL
08/04/2017 - 01/02/2018
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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