Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Matro is a financial advisor who has been in the industry since December 2007. Lindsey is registered with Thrivent Investment Management Inc. and has offices in Tampa, FL. Lindsey holds the Series 66, SIE and Series 7 licenses. Lindsey's firm manages assets for individuals, high net worth individuals, corporations, and other businesses.
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.
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
FL
02/05/2008 - Present
Thrivent Investment Management Inc. (TAMPA FL)
BOTH
Issued 01/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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