Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Ann Beisner has been in the financial services industry since October 1995 and is currently registered with LPL Financial LLC in New York. Previously, Lynda has been registered with PFS INVESTMENTS INC., UBS FINANCIAL SERVICES INC., BT ALEX. BROWN INCORPORATED, and ALEX. BROWN & SONS INCORPORATED. Lynda has also worked at Hudson Valley Federal Credit Union and specializes in offering a range of financial planning services for individuals, businesses, and charitable organizations.
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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2
NY
08/03/2021 - Present
LPL Financial LLC (PLEASANT VALLEY NY)
GA
11/17/2004 - 08/08/2005
PFS INVESTMENTS INC. (DULUTH GA)
NJ
03/18/1999 - 09/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
09/01/1997 - 03/24/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
08/10/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 03/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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