Unclaimed
Lyndsay Jankowiak is a registered representative of Wells Fargo Clearing Services, LLC with over 15 years of experience in the financial services industry. Lyndsay has been registered with the firm since January 2011 and has held prior registrations with Wells Fargo Investments, LLC and First Investors Corporation. Lyndsay has a Series 7, Series 6, and Series 66 license. Lyndsay also has a Securities Industry Essentials (SIE) license. Lyndsay is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
Investment consulting services to institutional clients
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.
1
2
MN
11/04/2013 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
05/13/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (COON RAPIDS MN)
MN
01/26/2007 - 03/22/2007
FIRST INVESTORS CORPORATION (EDINA MN)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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