Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laureen? Claim Your ProfileLaureen Hendry Lynn is a financial advisor with over 30 years of experience. Laureen is currently registered with Steward Partners Investment Advisory, LLC and has held previous registrations with Wells Fargo Clearing Services, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated. Laureen holds Series 7, 31, 63, and 65 licenses, and has a broad range of experience in the financial services industry. Laureen specializes in providing financial consulting, financial planning, and portfolio management services for individuals, businesses, and 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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
AL
02/01/2024 - Present
Steward Partners Investment Advisory, LLC (MOBILE AL)
AL
01/24/2014 - 02/08/2024
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
AL
06/01/2009 - 01/31/2014
MORGAN STANLEY (MOBILE AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MOBILE AL)
AL
12/15/1993 - 04/02/2007
MORGAN STANLEY DW INC. (MOBILE AL)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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