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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 Nicole Kohler is an investment advisor representative with Morgan Stanley. Lindsey has been in the securities industry since July 17, 2016. Lindsey has a Series 7, Series 66 and SIE license. Lindsey holds registration in 46 states including New Jersey, Texas and more. Previously, Lindsey worked at Purshe Kaplan Sterling Investments, SUMMIT EQUITIES, INC., and FTB ADVISORS, INC. Lindsey provides financial planning, portfolio management for businesses, individuals and investment companies, and pension consulting.
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
NJ
03/19/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
09/19/2018 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Parsippany NJ)
NJ
11/01/2017 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
TN
06/21/2016 - 10/04/2017
FTB ADVISORS, INC. (NASHVILLE TN)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
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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