Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Misner is a financial advisor with over 35 years of experience in the industry. Lynn is a registered representative of LPL Financial LLC and an investment advisor representative in both Maryland and Texas. Lynn is also registered as a broker-dealer in 49 states. Lynn specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and other businesses. Lynn is dedicated to providing personalized advice and guidance to help her clients achieve their financial goals. Lynn has a strong background in financial services and is committed to providing her clients with the highest level of service.
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
MD
06/10/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
05/01/2003 - 11/30/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
08/29/1986 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 03/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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