Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynley? Claim Your ProfileLynley R. Cavanaugh is a financial advisor with Oppenheimer & Co. Inc. Lynley has been in the financial services industry since 1994, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Lynley specializes in providing financial planning, portfolio management, and other investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
03/18/2009 - Present
Oppenheimer & Co. Inc. (RICHMOND VA)
VA
09/05/2008 - 03/17/2009
STANFORD GROUP COMPANY (RICHMOND VA)
VA
08/14/2000 - 01/24/2008
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
NY
04/12/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
12/08/1995 - 04/08/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
11/04/1993 - 10/10/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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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