Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Kermes is a financial advisor with over 15 years of experience in the industry. Lynn is currently registered as an Investment Advisor Representative with Intellicents Investment Solutions Inc. Lynn previously worked with a variety of firms including Mutual Securities, Inc., Cetera Advisors LLC, Investors Capital Corp., LPL Financial LLC, and NFP Securities, Inc. Lynn is licensed in Minnesota. Lynn has Series 6, 63, and 65 licenses as well as the SIE. Lynn specializes in providing financial planning and investment advice to individuals and businesses. Lynn is a dedicated and experienced financial advisor who is committed to helping clients reach their financial goals. Lynn is a Registered Representative and Investment Advisor Representative.
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.
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.
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MN
09/22/2014 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
MN
08/03/2018 - 10/31/2019
MUTUAL SECURITIES, INC. (ALBERT LEA MN)
MN
10/03/2016 - 08/20/2018
CETERA ADVISORS LLC (ALBERT LEA MN)
MN
01/04/2016 - 10/03/2016
INVESTORS CAPITAL CORP. (ALBERT LEA MN)
MN
09/30/2013 - 12/31/2015
LPL FINANCIAL LLC (ALBERT LEA MN)
MN
06/28/2006 - 10/03/2013
NFP SECURITIES, INC. (ALBERT LEA MN)
IA
Issued 08/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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