Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Chrystan is a financial advisor with United Planners' Financial Services of America A Limited Partner. Lindsey has been in the financial services industry for over 20 years and is registered to offer investment advice in 24 states. Lindsey has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Lindsey's areas of expertise include financial planning, retirement planning, college savings, and investment management. Lindsey is also a Certified Financial Planner. Lindsey is committed to providing personalized financial advice that helps her clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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MI
08/27/2024 - Present
United Planners' Financial Services OF America A Limited Partner (GRANDVILLE MI)
MI
09/20/2019 - 10/17/2022
CETERA ADVISOR NETWORKS LLC (MUSKEGON MI)
MI
08/14/2006 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GRANDVILLE MI)
MI
12/15/2003 - 08/17/2006
SECURITIES AMERICA, INC. (GRANDVILLE MI)
MI
06/13/2001 - 09/30/2003
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
BC
Issued 06/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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