Unclaimed
Abby Lyn Paslowski is a financial advisor with over 15 years of experience in the financial services industry. Abby Lyn is currently registered with Ameriprise Financial Services, LLC, and has been with the firm since April 2014. Abby Lyn also holds Series 63, 65, and 7 licenses, as well as the SIE exam. Abby Lyn is a Certified Financial Planner™ professional and offers a variety of financial services, including financial planning, asset allocation services, pension consulting, and educational seminars. Abby Lyn has worked at other firms in the past including Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Abby Lyn is committed to helping her clients achieve their financial 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.
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.
Asset allocation services
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.
1
2
PA
05/21/2019 - Present
Ameriprise Financial Services, LLC (ERIE PA)
IN
08/01/2003 - 05/03/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/01/2003 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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