Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lindsey is a financial advisor with over 6 years of experience in the industry. Michelle currently works at Osaic Wealth, Inc., where she is registered as a broker-dealer. Previously, Michelle worked at SAGEPOINT FINANCIAL, INC., CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC. Michelle holds Series 6, Series 63, and SIE licenses. She also holds a state registration in Minnesota. Michelle specializes in working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals.
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.
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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MN
09/01/2023 - Present
Osaic Wealth, Inc. (BAXTER MN)
MN
08/06/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BAXTER MN)
MN
08/07/2017 - 08/10/2021
CRI SECURITIES, LLC (BRAINERD MN)
MN
08/07/2017 - 08/10/2021
SECURIAN FINANCIAL SERVICES, INC. (BRAINERD MN)
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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