Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Michaelides is a financial advisor with over 20 years of experience in the industry. Lindsey is currently registered with Wells Fargo Clearing Services, LLC and is a registered representative and investment advisor. Lindsey has held positions at several firms including UBS Financial Services Inc. and PNC Investments. Lindsey holds the Series 7, 6, 66, 4, 9, 10, 24, 52, and 53 licenses. Lindsey specializes in portfolio management for individuals, businesses and pensions.
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.
Investment consulting services to institutional clients
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.
1
2
OH
04/08/2024 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
04/26/2018 - 04/08/2024
PNC INVESTMENTS (POWELL OH)
OH
07/25/2016 - 04/10/2018
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
06/18/2015 - 06/10/2016
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
10/01/2012 - 07/01/2015
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
07/09/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
01/22/2007 - 07/03/2007
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
07/06/2005 - 12/08/2006
CHASE INVESTMENT SERVICES CORP. (DUBLIN OH)
IL
05/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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