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 over 17 years of experience in the industry. Lindsey has a strong background in providing financial planning, investment advice, and portfolio management services. Lindsey is currently registered with Cetera Investment Advisers LLC, a firm that provides a wide range of financial services to individual investors, corporations, and institutions. Lindsey has also held previous roles at Voya Financial Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lindsey holds licenses in several states and is a Series 24 Principal, Series 7 and Series 66 representative. Lindsey has also earned the Series SIE designation. Lindsey is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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 05/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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