Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndsey? Claim Your ProfileLyndsey Filkowski is a financial advisor who has been in the industry since 2011. She is currently registered with Ameriprise Financial Services, LLC and is licensed in North Dakota and Texas. Lyndsey has a wide range of experience in the financial services industry, having previously worked with Commonwealth Financial Network and LPL Financial LLC. Lyndsey specializes in providing financial advice to individuals, families, and businesses. She offers a variety of financial planning services, including asset allocation, investment management, retirement planning, and estate planning. Lyndsey is committed to providing her clients with personalized financial advice that meets their individual 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
ND
10/27/2021 - Present
Ameriprise Financial Services, LLC (DICKINSON ND)
ND
09/06/2013 - 12/11/2018
COMMONWEALTH FINANCIAL NETWORK (DICKINSON ND)
ND
03/14/2011 - 09/18/2013
LPL FINANCIAL LLC (DICKINSON ND)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lyndsey Filkowski is the right advisor for you? Invested Better is here to help.
