Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Thompson is a securities professional with over 20 years of experience in the financial services industry. Lynn is currently registered with BNY Mellon Securities Corp. in New York. Prior to that, Lynn has held positions at M HOLDINGS SECURITIES, INC., AIG CAPITAL SERVICES, INC., AMERICAN GENERAL EQUITY SERVICES CORPORATION, LINCOLN FINANCIAL SECURITIES CORPORATION, MML INVESTORS SERVICES, INC., MUTUAL SERVICE CORPORATION, and NATIONAL PLANNING CORPORATION. Lynn holds Series 6, 7, 24, 26, and 63 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
NY
04/12/2019 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
TX
06/16/2015 - 04/20/2017
M HOLDINGS SECURITIES, INC. (DALLAS TX)
OR
05/27/2014 - 05/29/2015
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
TX
06/28/2013 - 05/12/2014
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
09/12/2012 - 06/28/2013
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
TX
06/09/2010 - 11/08/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
TX
02/27/2008 - 06/10/2010
MML INVESTORS SERVICES, INC. (HOUSTON TX)
TX
07/13/2001 - 07/13/2007
M HOLDINGS SECURITIES, INC. (DALLAS TX)
MA
06/07/1999 - 07/16/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
02/28/1997 - 03/16/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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