Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Ly is a financial advisor with BNY Mellon Securities Corp. Lynda has been in the financial services industry since 2007. Lynda has experience with a variety of firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Investments, LLC. Lynda holds Series 6, 7, 63 and 66 licenses. Lynda also holds the SIE license. Lynda is registered in 9 states. Lynda specializes in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
CA
05/04/2022 - Present
BNY Mellon Securities Corp. (SAN FRANCISCO CA)
CA
01/15/2015 - 04/20/2022
MORGAN STANLEY (San Francisco CA)
CA
10/04/2010 - 01/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
11/18/2009 - 01/05/2010
WELLS FARGO INVESTMENTS, LLC (CUPERTINO CA)
CA
07/20/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (REDWOOD CITY CA)
CA
08/30/2006 - 07/11/2007
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
11/04/2005 - 08/17/2006
WM FINANCIAL SERVICES, INC. (SAN JOSE CA)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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