Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Bebeau is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lynn has been in the industry since November 2002 and is currently registered with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD) systems. Lynn has a variety of licenses and certifications, including Series 7, Series 10, Series 24, Series 63, and Series 65. Lynn is also registered in multiple states, including Minnesota and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MN
05/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
06/25/2002 - 03/19/2007
UST SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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