Unclaimed
Kevin Lynar is a financial advisor who has been active in the industry since March 1983. Kevin is currently registered with Wells Fargo Advisors Financial Network, LLC in Florida and Texas. Prior to joining Wells Fargo, Kevin was employed with Wells Fargo Advisors, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Oppenheimer & Co., Inc. and Thomson McKinnon Securities Inc. Kevin is also a registered investment advisor in Florida and Texas. Kevin offers investment advisory services to high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other institutions.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/19/2015 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
07/01/2003 - 10/04/2013
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
NY
11/16/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/10/1990 - 11/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/21/1988 - 10/04/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
03/24/1983 - 06/28/1988
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/02/1983 - 03/08/1983
BLINDER, ROBINSON & CO.,INC.
BC
Issued 07/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 11/08/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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