Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyn? Claim Your ProfileLyn Adams is a financial professional with over 27 years of experience in the industry. Lyn is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Cetera Investment Advisers LLC. Lyn has a wide range of experience working with various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lyn is a highly experienced advisor who provides financial planning, portfolio management, and other financial services to clients. Lyn is also involved in various community activities, including coaching youth basketball.
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.
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
GA
08/07/1995 - 11/27/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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