Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Oshita is a financial professional with over three years of experience in the financial services industry. Lindsey is currently registered with Franklin Distributors, LLC. Lindsey holds the Series 27, Series 99TO and SIE licenses. Prior to joining Franklin Distributors, LLC, Lindsey held roles with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP., FRANKLIN/TEMPLETON DISTRIBUTORS, INC. and TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.
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.
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.
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CA
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
01/27/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
01/27/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
01/27/2020 - 07/07/2021
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
BC
Issued 01/27/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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