Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Anne Varndell is an experienced financial advisor with a focus on providing investment guidance and financial planning services. Lynn has over 20 years of experience in the financial services industry and is currently affiliated with LPL Financial LLC. Previously, Lynn has held positions with BMO HARRIS FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Lynn is a licensed securities professional and holds Series 6, 7, 63 and 65 licenses. Lynn's primary office location is in Chicago, Illinois.
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
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
11/04/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/01/2008 - 10/15/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/23/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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