Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Perry is a financial professional with over 17 years of experience in the financial services industry. Lindsey is currently registered with LPL Financial LLC in Lancaster, NY. Lindsey previously worked for M&T Securities, Inc. in Lancaster, NY and CitiCorp Investment Services in Long Island City, NY. Lindsey holds the Series 6, Series 63, and SIE licenses. Lindsey specializes in helping individuals and families with their financial planning needs.
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.
Consulting and other non-discretionary advisory services
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.
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NY
06/09/2021 - Present
LPL Financial LLC (LANCASTER NY)
NY
07/03/2006 - 06/09/2021
M&T SECURITIES, INC. (LANCASTER NY)
NY
07/06/2004 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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