Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey McKay is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Lindsey has been a registered representative for over 18 years and holds the Series 7, Series 24 and Series 66 licenses. Lindsey works with individuals, families, businesses and non-profits, providing financial planning, portfolio management and investment advisory services. Lindsey was previously a registered representative with VOYA Financial Advisors and Merrill Lynch.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (TUKWILA WA)
OR
04/30/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CLACKAMAS OR)
NY
11/01/2004 - 06/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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