Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndon? Claim Your ProfileLyndon J. Westerberg is a registered investment advisor representative with J.p. Morgan Securities LLC. Lyndon Westerberg is licensed in 53 states and has been in the industry since December 31, 2003. Lyndon Westerberg holds Series 2, 7, 63, and 65 licenses and has a designation as a Chartered Financial Analyst. Lyndon Westerberg's primary focus is in financial planning, pension consulting, and portfolio management for both individuals and 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/01/2023 - Present
J.p. Morgan Securities LLC (Fort Worth TX)
TX
01/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ARLINGTON TX)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lyndon Westerberg is the right advisor for you? Invested Better is here to help.
