Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynette? Claim Your ProfileLynette Tate is a financial professional with over 20 years of experience in the industry. Lynette is currently registered with LPL Financial LLC and holds Series 6, 26, and 63 licenses, as well as the SIE. Lynette has a broad range of experience, having previously worked with firms such as MetLife Securities Inc., New England Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lynette has a deep understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.
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
CA
08/10/2017 - Present
LPL Financial LLC (FRESNO CA)
CA
01/02/2015 - 11/24/2015
METLIFE SECURITIES INC. (FRESNO CA)
CA
04/17/2014 - 01/02/2015
NEW ENGLAND SECURITIES (FRESNO CA)
AZ
01/06/2001 - 05/29/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
10/26/2000 - 05/29/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
04/30/1999 - 11/06/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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