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 Kunz is a financial advisor with LPL Financial LLC. Lynn has been in the financial services industry since 2012. Lynn specializes in working with individuals, corporations, investment clubs, charitable organizations, and pension and profit-sharing plans. Lynn is licensed to provide financial advice in 33 states and holds the Series 63, Series 7, and Series 99 licenses. Lynn has a track record of success in helping clients achieve their financial goals.
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.
1
2
PA
02/01/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
09/13/2012 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (Carnegie PA)
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Lynn Kunz is the right advisor for you? Invested Better is here to help.
