Season 4 - Episode 03 -  What to look for in a Financial Advisor-Part 1 of 2

Season 4 - Episode 03 - What to look for in a Financial Advisor-Part 1 of 2

0 0 9 months ago
We are a financial planning organization and we want to talk with you about...

Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed and she is committed to the goal of making every client a raving fan of ... See More

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