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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Anne Beal is a financial advisor at Equitable Advisors, LLC, located in Austin, Texas. She has been in the financial industry since April 2012 and holds Series 6, 7, 63, and 66 licenses. Lynn Anne has experience with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Lynn Anne's focus is on providing financial planning and investment advice to clients, and she is dedicated to 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/21/2021 - Present
Equitable Advisors, LLC (AUSTIN TX)
NC
05/20/2014 - 07/18/2017
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
08/19/2005 - 09/10/2007
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
08/19/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BOTH
Issued 06/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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