Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Miles is a financial advisor with Kestra Advisory Services, LLC. Lindsey has been in the industry since January 2022 and is licensed to provide financial advice in Kentucky and Texas. Lindsey has passed the Series 7, Series 66, and SIE exams. Lindsey is currently employed as a Paralegal with American Commercial Barge Line. Lindsey is also an agent for HELM, CREZNIC & WILHOIT INC. and a member of the Board of Directors for WATKINS UNITED METHODIST CHURCH.
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.
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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KY
04/04/2022 - Present
Kestra Advisory Services, LLC (Louisville KY)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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