Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Rider is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Lindsey has been in the financial services industry since 2005 and has held various roles at BB&T Bank, BB&T Investment Services, Inc., BB&T Securities, LLC, and Truist Investment Services, Inc. Lindsey holds the Series 7, Series 66 and SIE licenses. Lindsey is currently registered with FINRA and the state of South Carolina and Texas and is licensed as a notary public in South Carolina.
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.
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.
Investment consulting services to institutional clients
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
SC
12/02/2022 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
03/11/2022 - 06/07/2022
TRUIST INVESTMENT SERVICES, INC. (MYRTLE BEACH SC)
SC
01/02/2018 - 05/10/2018
BB&T SECURITIES, LLC (LITTLE RIVER SC)
SC
07/05/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LITTLE RIVER SC)
BOTH
Issued 05/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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