Unclaimed
Lynn Celestin is a financial advisor with J.P. Morgan Securities LLC, a firm with over $249 billion in assets under management. Lynn has been in the industry since 2011 and holds the Series 7, Series 66, and SIE licenses. Lynn specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Prior to joining J.P. Morgan Securities, Lynn worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
05/25/2022 - Present
J.p. Morgan Securities LLC (POWDER SPRINGS GA)
GA
01/06/2015 - 05/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KENNESAW GA)
FL
06/20/2011 - 01/31/2014
WELLS FARGO ADVISORS, LLC (CORAL SPRINGS FL)
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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