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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flynn? Claim Your ProfileFlynn McDonnell is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. Flynn has been in the financial services industry for over 20 years and has a deep understanding of investment strategies. Flynn is committed to providing personalized financial advice to help clients achieve their financial goals. Flynn specializes in financial planning, portfolio management for individuals, businesses, and investment companies. Flynn has a Series 7, Series 63, and Series 65 licenses.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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MA
02/21/2019 - Present
Beacon Pointe Advisors, LLC (WALTHAM MA)
MA
01/20/1999 - 09/17/2007
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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