Unclaimed
Lynn Faust is a financial advisor with over 40 years of experience in the financial services industry. Lynn has a wide range of experience, including working with insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Lynn is currently a registered representative with Kestra Private Wealth Services, LLC and Kestra Advisory Services LLC. Lynn holds a variety of licenses and certifications, including the Series 7, Series 6, Series 63, Series 65, and Series 31 exams. Lynn is also a registered investment advisor in South Carolina and Texas. Lynn provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
11/13/2024 - Present
Kestra Private Wealth Services, LLC (Greenville SC)
SC
03/28/1988 - 11/09/2018
RAYMOND JAMES & ASSOCIATES, INC. (GREER SC)
NA
09/16/1982 - 04/05/1988
PAINEWEBBER INCORPORATED
NA
04/20/1981 - 10/05/1982
WADDELL & REED, INC.
IA
Issued 04/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/16/1981
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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