Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Christine Syler is a financial advisor who has been in the industry since 1995. She currently works at Stifel, Nicolaus & Company, Inc., and has previous experience at RBC Capital Markets, LLC, BANC of America Investment Services, INC., BA INVESTMENT SERVICES, INC., and SEAFIRST INVESTMENT SERVICES, INC. Lynn Syler specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, educational seminars, and selection of other advisers.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
06/20/2019 - Present
Stifel, Nicolaus & Company, Inc. (TACOMA WA)
WA
10/01/2009 - 07/08/2019
RBC CAPITAL MARKETS, LLC (Tacoma WA)
WA
07/28/1999 - 10/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TACOMA WA)
CA
07/01/1998 - 04/06/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
05/15/1995 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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