Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Kissel is an investment advisor representative with NFP Retirement Inc., and has been in the financial services industry since 2007. Lindsey has a Series 7 and Series 66 license and holds the SIE certification. Lindsey has experience working with a variety of clients, including individuals, corporations, and retirement plans. Lindsey specializes in financial planning, portfolio management, and pension consulting. Prior to joining NFP Retirement Inc., Lindsey worked at Kestra Investment Services, LLC and TIAA-CREF Individual & Institutional Services, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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2
MD
04/02/2024 - Present
NFP Retirement Inc. (Bethesda MD)
TX
05/04/2022 - 03/28/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
IL
04/07/2010 - 06/15/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
NC
08/13/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
IA
Issued 05/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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