Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Charles Appelman is a financial professional with over 39 years of experience in the industry. Lynn is currently registered as a Registered Representative and Investment Advisor Representative with Trustmont Advisory Group, Inc. Lynn also holds a Series 7, Series 6, Series 22, Series 24, Series 26, and Series 63 licenses, and is a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work with Trustmont Advisory Group, Inc., Lynn owns a land for an agricultural program as Appelman Agriculture, and works as an insurance agent for Appelman Financial. Lynn is a partner in Appelman Apartments LLC, a rental real estate business.
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.
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
PA
08/02/2004 - Present
Trustmont Advisory Group, Inc. (BLOOMSBURG PA)
PA
11/13/1990 - 07/28/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
GA
11/28/1983 - 11/20/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/24/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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