Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Von jaeger is a financial advisor with UBS Financial Services Inc., where Lynda has been since February 2024. Lynda has been in the industry since February 10, 1992 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc. and KUHNS BROTHERS SECURITIES CORPORATION among others. Lynda has been registered as a financial advisor with the state of Connecticut since February 2, 2024.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
02/02/2024 - Present
UBS Financial Services Inc. (ALBANY NY)
NY
10/30/2015 - 02/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
CT
02/11/2013 - 10/07/2015
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
12/17/2009 - 02/07/2013
KUHNS BROTHERS SECURITIES CORPORATION (LAKEVILLE CT)
MO
10/20/2004 - 11/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
05/05/2000 - 06/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/02/1990 - 05/18/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/16/1988 - 06/14/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/06/1987 - 09/22/1987
E. F. HUTTON & COMPANY INC
NA
01/01/1987 - 02/25/1987
INTERSTATE SECURITIES CORPORATION
NA
07/24/1985 - 10/29/1986
MORGAN KEEGAN & COMPANY, INC.
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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