Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Ferguson is a financial professional with over 30 years of experience in the industry. Lindsey is currently a registered representative and investment advisor representative with Newedge Advisors, based in New Orleans, Louisiana. Lindsey has a strong track record of providing investment advisory and brokerage services to individual and institutional clients. Lindsey is also a member of the Advisory Board of GBE 360 and CEO of Peak Pro Financial Insurance Agency.
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.
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.
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2
LA
09/23/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
CT
06/05/2015 - 10/01/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENWICH CT)
CT
10/01/2012 - 06/17/2015
J.P. MORGAN SECURITIES LLC (RIVERSIDE CT)
CT
06/30/1999 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
NY
04/28/1994 - 07/09/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
07/01/1992 - 04/20/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
11/22/1989 - 07/01/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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