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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Northfield, MN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Rae Klinkhammer is a financial advisor with Cambridge Investment Research Advisors, Inc. Lindsey has been a registered representative since 2014. Lindsey's firm offers investment advisory services to individuals, businesses, and institutions. Lindsey is registered to provide investment advice in the state of Minnesota and also holds Series 66, Series 7, Series 24, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Fairfield, IA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Derby is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Lindsey is a registered representative of Cambridge Investment Research, Inc. Lindsey has a branch office in Fairfield, IA and Pompano Beach, FL. Lindsey offers financial planning and investment advice. Lindsey has been in the financial industry since 2010.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Las Vegas, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Linnette Stauffer is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Linnette Stauffer has been in the financial services industry since 2018. Linnette Stauffer holds the following licenses: Series 6, Series 7, Series 63, Series 66, and the SIE. Linnette Stauffer is registered with the state of Nevada and has specialized in providing financial planning, investment advice, and portfolio management for individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Linsey Nicole Winkler is a Certified Financial Planner with over 4 years of experience in the financial services industry. Linsey currently works at Corient, a firm with over 459 investment advisor representatives and over $118 billion in regulatory assets under management. Linsey specializes in financial planning, pension consulting, market timing services, and portfolio management for both individuals and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Plantation, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors, Inc. Lisa has been in the financial industry for over 10 years. Lisa is registered in Florida and Texas and holds a Series 7, Series 63, and Series 65 license. Lisa has experience working with a wide range of clients, including individuals, families, and businesses. Lisa specializes in financial planning, portfolio management, and retirement planning. Lisa also has experience in the insurance industry, real estate sales, and management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Pantley is a registered representative with GWN Securities Inc. in PALM BEACH GARDENS, FL. Lisa has been in the financial industry since 2007 and is licensed to sell securities in Florida. Lisa has passed the Series 6, Series 26 and Series 99TO exams and is a registered principal. GWN Securities Inc. is an investment advisor with approximately $3,079,617,915 in assets under management. GWN Securities Inc. offers a variety of advisory services including financial planning, market timing, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Lisa Marie Binkley is an investment advisor representative currently registered with Corient. Lisa has been in the industry since 1997 and has experience with Harris InvestorLine, Inc., Harris InvestorLine, Harris Investors Direct, Inc. and CI Doyle Private Wealth, LLC. Lisa holds the Series 6, Series 63 and Series 65 licenses. Lisa is a dedicated advisor with experience in providing financial planning services, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lago Vista, TX

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Aschenbeck is a registered representative with Cambridge Investment Research Advisors, Inc. Lisa has been in the financial services industry since 2004. Lisa is also a registered investment advisor representative in Texas. Lisa has a Series 66, Series 7, and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

BATON ROUGE, LA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lisa Toi Scrantz is an investment advisor representative at Centaurus Financial, Inc. Lisa has been in the industry for over 28 years. Lisa holds Series 6, 7, and 66 securities licenses as well as a state license in Louisiana. Lisa has previously worked at AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Lisa also has a number of non-investment related business activities including owning a cattle ranch, a tax preparation and accounting business, and a real estate partnership. Lisa is registered in California, Louisiana, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

NED Davis Research, Inc. | CFA ® (Certifications)

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Lisa Michalski is an Investment Advisor Representative with NED Davis Research, Inc. Lisa is registered with the state of Florida and Texas. Lisa holds the Series 65 license, the Uniform Investment Adviser Law Examination. She has a designation of Chartered Financial Analyst. Lisa has been in the financial services industry since September 2007. Lisa Michalski is a professional who has been helping clients for years, providing guidance and expertise.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
ISSUES CHARTS, GRAPHS, ETC & CUSTOMIZED RESEARCH, MODEL PORTFOLIO SERVICES
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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