Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management, LLC. Lindsey has over 5 years of experience in the financial services industry, and is committed to helping clients achieve their financial goals. Lindsey is a Registered Representative and holds a Series 7 and Series 66 license. Lindsey is also licensed to sell insurance. In addition to her work as a financial advisor, Lindsey is also a Money Coach for The Exuberant Elephant.
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.
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.
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PA
03/07/2022 - Present
Providers & Families Wealth Management (CARLISLE PA)
PA
08/22/2017 - 01/20/2021
HORNOR, TOWNSEND & KENT, LLC (LANCASTER PA)
PA
05/06/2016 - 07/19/2017
WADDELL & REED (CAMP HILL PA)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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