Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Scully is a financial advisor with Stifel, Nicolaus & Company, Inc. Lynn has been working in the industry since 2006 and holds Series 7, 31, 63, and 65 licenses, as well as the SIE exam. Lynn is registered with the state of Connecticut and has held previous registrations with other firms, including Ameriprise Financial Services, Inc. Lynn has experience providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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
CT
10/15/2018 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHBURY CT)
CT
01/01/2009 - 06/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NEW HAVEN CT)
BC
Issued 03/06/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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