Unclaimed
Lynn Massey is a financial advisor with PFS Investments Inc., a firm with over 3,500 employees. Lynn has been in the securities industry since 1994 and holds the Series 6, Series 63, and SIE licenses. Lynn's firm offers a range of financial services, including portfolio management for individuals. Lynn is registered to provide investment advice in Arizona, California, and Utah.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/22/1994 - Present
PFS Investments Inc. (CHINO HILLS CA)
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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