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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn anne? Claim Your ProfileLynn Anne Gillen is a financial advisor registered with Cetera Investment Advisers LLC. Lynn Anne is registered with both FINRA and the state of South Carolina. Lynn Anne has over 20 years of experience in the financial services industry. Lynn Anne is also a Certified Financial Planner. Prior to joining Cetera Investment Advisers LLC, Lynn Anne was a financial advisor with Summit Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (CHARLESTON SC)
SC
03/26/2012 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CHARLESTON SC)
SC
08/18/2005 - 04/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
NY
05/02/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 5/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 5/1/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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