Lyndsey M. Michelsen
Professional summary
Lyndsey Marie Michelsen, who also goes by Lyndsey Michelsen, Lynds Michlesen, is a registered financial professional currently at LOMBARD SECURITIES INCORPORATED located in York, Pennsylvania.
Lyndsey is registered as a RR (Registered Representative) and started their career in finance in 2022. Lyndsey has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lyndsey Marie Michelsen's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2023 - Present
LOMBARD SECURITIES INCORPORATED
Office #1: 1938 Security Drive, York, PA 17402January 17, 2022 - February 2, 2023
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/23/2023)
Exams
Series 7TO
Date: 1/17/2022
General Securities Representative ExaminationFINRA
Current Firm
LOMBARD SECURITIES INCORPORATED
CRD#: 27954 / SEC#: , 8-43340
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| REYNOLDS, EDWIN MAJOR JR | DIRECTOR, SHAREHOLDER, FIRM PRINCIPAL | 374634 |
| SOCHA, WILLIAM STEPHEN | CHIEF OPERATING OFFICER, OPERATIONS MANAGER, CROP, FINOP, DIRECTOR, SHAREHOLDER | 712323 |
| FOX, CHARLES CURTIS | CO-CEO, DIRECTOR, AND SHAREHOLDER | 1201770 |
| JONES, RUTH PORTER | DIRECTOR AND SHAREHOLDER | 842232 |
| PETER, EMIL III | SHAREHOLDER | |
| SLAGLE, BRIAN LEE | DIRECTOR AND SHAREHOLDER | 2895570 |
| DONLAN WELKER, TERRY LYNN | CHIEF COMPLIANCE OFFICER | 2825889 |
| OATES, DONALD EUGENE | DIRECTOR AND SHAREHOLDER | 1180250 |
| SONNIER, EDWARD DAVID II | DIRECTOR AND SHAREHOLDER | 2479370 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
| Bond | 4 |
Red Flags
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Company Information
LOMBARD SECURITIES INCORPORATED
CRD#: 27954York, PA 17402TRUST BUT VERIFY
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