Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Revere Hansen is a financial advisor with over 29 years of experience in the financial services industry. Lindsey is currently registered with Raymond James Financial Services Advisors, Inc. and is a CERTIFIED FINANCIAL PLANNER™ professional. Lindsey has experience in a number of areas, including financial planning, portfolio management, and pension consulting. Lindsey is committed to providing clients with personalized financial advice to help them achieve their financial goals. Prior to joining Raymond James Financial Services Advisors, Inc., Lindsey was with SunTrust Investment Services, Inc. and TD Ameritrade, Inc. Lindsey is licensed to provide financial advice in numerous states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (PALM BEACH GARDENS FL)
FL
10/06/2006 - 05/16/2019
SUNTRUST INVESTMENT SERVICES, INC. (JUPITER FL)
FL
11/30/1993 - 05/09/2006
TD AMERITRADE, INC. (WEST PALM BEACH FL)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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