Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial services industry since 1994. Jeffrey has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jeffrey has held previous positions at Ameriprise Financial Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
11/14/2022 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
04/17/2014 - 12/06/2022
AMERIPRISE FINANCIAL SERVICES, LLC (TROY MI)
MI
06/01/2009 - 04/22/2014
MORGAN STANLEY (BLOOMFIELD HILLS MI)
MI
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
02/11/2005 - 12/16/2008
UBS FINANCIAL SERVICES INC. (BLOOMFIELD HILLS MI)
MO
07/01/2003 - 02/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/06/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/17/1995 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/01/1994 - 03/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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