Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Summerville is a financial advisor with The Leaders Group, Inc., based in Littleton, Colorado. Lindsey has been in the industry since 2009. Lindsey is Series 6, 7, and 66 licensed. Lindsey is a registered representative of The Leaders Group, Inc., and a member of FINRA.
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.
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.
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2
CO
10/13/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NJ
02/14/2020 - 12/18/2023
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
OH
09/23/2015 - 01/26/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
TX
09/06/2007 - 08/19/2015
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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