Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Menezes is a financial advisor who has been in the industry for over three years. She has experience working with both individuals and businesses. Lindsey is registered with the state of Pennsylvania and holds licenses from FINRA and the state of Pennsylvania. Lindsey is currently employed with Commonwealth Financial Network and has previously worked with Securian Financial Services, Inc. and Ameriprise Financial Services, LLC. Lindsey has obtained several industry certifications including Series 7, Series 66, and SIE. Her areas of focus include investment advisory services, financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
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
PA
05/11/2023 - Present
Commonwealth Financial Network (Doylestown PA)
PA
06/28/2021 - 05/15/2023
SECURIAN FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
02/17/2020 - 06/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (STATE COLLEGE PA)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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