Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Marie Cruz is a registered investment advisor representative at Apricity Financial, LLC. Lindsey has been in the financial services industry since 2012, and holds the Series 65 and Series 66 licenses. Lindsey is also a licensed insurance agent and is President of Apricity Advisors, LLC. Lindsey specializes in financial planning, portfolio management for individuals and pension consulting. Lindsey and Apricity Financial, LLC work with individuals, families, and small businesses to provide customized financial planning and investment management solutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
09/14/2024 - Present
Apricity Financial, LLC (MYSTIC CT)
Active
Inactive
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