Unclaimed
Lyn Brandt is a financial advisor with J.P. Morgan Securities LLC. Lyn has been working in the financial industry since 1995. Lyn holds the Series 6, 7, 63, and 65 licenses, and has a proven track record of success in providing financial advice to individuals and families. Lyn specializes in helping clients with financial planning, portfolio management, and investment advice.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (SPOKANE WA)
WA
07/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)
WA
08/18/2010 - 07/11/2011
CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)
WA
09/24/1998 - 08/06/2010
U.S. BANCORP INVESTMENTS, INC. (DAVENPORT WA)
MN
07/01/1997 - 05/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/01/1997 - 05/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/17/1994 - 04/01/1997
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts 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
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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