Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Zwack is a financial advisor with over 30 years of experience in the industry. Lynda is currently registered with Lincoln Investment and has held previous positions with LEGEND EQUITIES CORPORATION and LINCOLN FINANCIAL ADVISORS CORPORATION. Lynda has a strong background in insurance and annuities, and she is also a licensed insurance agent. Lynda is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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CA
04/08/2019 - Present
Lincoln Investment (WALNUT CREEK CA)
CA
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (WALNUT CREEK CA)
NA
06/02/1993 - 10/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
06/02/1993 - 10/07/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
10/03/1990 - 10/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/03/1990 - 10/07/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
06/02/1993 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 08/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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