Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Ann Boland is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 24 years of experience in the financial services industry. Lynn has a diverse background, having worked at several prominent firms including RBC Capital Markets, LLC, Oppenheimer & Co. Inc., and Neuberger Berman LLC. Lynn is registered to provide investment advice in 22 states and holds a variety of licenses and certifications, including Series 7, 24, 63, and 65 licenses. Lynn's areas of expertise include portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
11/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (Los Angeles CA)
CA
11/22/2013 - 12/15/2023
RBC CAPITAL MARKETS, LLC (CENTURY CITY CA)
CA
03/05/2010 - 12/04/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
09/06/2007 - 03/09/2010
NEUBERGER BERMAN LLC (LOS ANGELES CA)
SC
09/03/2002 - 09/24/2007
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
06/22/1999 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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