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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC. Lynn has been in the financial industry since April 2013. Lynn is registered with the following regulatory authorities: FINRA, and the state of Colorado. Lynn has a Series 7, Series 6, Series 63 and Series 66 license. Lynn specializes in providing financial advice for individuals, businesses and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/11/2016 - Present
Transamerica Retirement Advisors, LLC (Aurora CO)
CO
06/15/2015 - 09/10/2015
TD AMERITRADE, INC. (DENVER CO)
CO
01/12/2001 - 01/31/2001
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
TX
08/18/2000 - 10/12/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
03/24/1997 - 11/26/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 07/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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