Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leon Lynn is a financial advisor with over 50 years of experience in the industry. David is currently registered with Arete Wealth Advisors, LLC in Chicago, Illinois. David has held previous roles with Ameriprise Financial Services, LLC, Oppenheimer & Co. Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Shearson Loeb Rhoades Inc., Loeb Partners, Loeb Rhoades & Co. Inc. and Loeb, Rhoades & Co. Inc.. David's specialties include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
01/06/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
01/30/2015 - 01/11/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Garden City NY)
NY
07/23/2004 - 02/05/2015
OPPENHEIMER & CO. INC. (JERICHO NY)
NJ
04/29/2002 - 07/29/2004
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
05/12/1980 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
09/17/1979 - 06/09/1980
SHEARSON LOEB RHOADES INC.
NA
01/18/1978 - 09/17/1979
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
10/06/1975 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
06/25/1968 - 11/15/1975
EDWARDS & HANLY
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 06/21/1968
Series 000 - General Securities Principal Examination
BC
Issued 06/21/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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