Unclaimed
Lynly Packer is a registered representative with J.p. Morgan Institutional Investments Inc. Lynly has been in the industry since 2008. She holds Series 7, 7TO, 63, 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 53 states. Lynly has previously worked for WELLS FARGO CLEARING SERVICES, LLC, GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY & CO. INCORPORATED.
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.
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.
1
2
NY
10/18/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
MO
10/07/2021 - 09/26/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
03/02/2020 - 06/29/2020
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TX
10/09/2008 - 03/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
08/11/2008 - 10/06/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
BC
Issued 03/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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