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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Michelle Martin is a financial advisor with Morgan Stanley. Lindsey has been in the financial industry since April 16, 2007. Lindsey is registered with the state of Arizona and Texas as a Registered Representative (Series 7, 66) and Investment Advisor Representative. Lindsey has held past positions with WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC in Scottsdale, Arizona. Lindsey has passed the Securities Industry Essentials (SIE) exam, the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Lindsey is also registered with FINRA and has been active with Morgan Stanley since October 2013.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
07/25/2019 - Present
Morgan Stanley (Scottsdale AZ)
AZ
01/03/2011 - 10/08/2013
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
04/17/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
BOTH
Issued 05/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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