Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Lynn is a financial advisor with over 20 years of experience in the industry. Gary is registered with Morgan Stanley, Morgan Stanley Distribution, Inc., Prime Dealer Services Corp., and Morgan Stanley & Co. LLC. Gary is licensed in the state of New York, and has a Series 63, 27, SIE, 99, and 7. Gary has experience working with individuals, high-net-worth individuals, charitable organizations, insurance companies, investment companies, pension and profit sharing plans, banking or thrift institutions, and corporations or other businesses. Gary provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services. Gary's experience at Lehman Brothers Inc. and Banc of America Securities LLC prior to working at Morgan Stanley adds to his depth of knowledge in the industry.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
10/02/2018 - Present
Morgan Stanley (PURCHASE NY)
NY
08/27/2002 - 10/03/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/10/2001 - 07/03/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2012
Series 99 - Operations Professional Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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