Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndsey? Claim Your ProfileLyndsey Nicole Stevens is a financial professional with over 15 years of experience in the industry. She is currently registered with Vanguard Marketing Corp. and holds the Series 63, Series 66, Series 7 and SIE licenses. Lyndsey's previous experience includes a role at USAA Financial Advisors, Inc. She is dedicated to providing her clients with personalized financial advice and strategies to help them achieve their goals.
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.
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.
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2
PA
01/10/2020 - Present
Vanguard Marketing Corp. (MALVERN PA)
TX
12/10/2008 - 11/20/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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