Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn D. Winston is an active investment advisor representative with J.p. Morgan Securities LLC. Lynn has been in the industry since November 2007 and is registered with the state of Illinois and Texas. Lynn is a licensed broker-dealer and investment advisor. Lynn is a licensed broker-dealer and investment advisor with specializations in stocks, bonds, mutual funds, variable products, and exchange traded funds. Lynn has been employed by J.p. Morgan Securities LLC since 2013. Prior to that, Lynn was employed by WELLS FARGO ADVISORS, LLC and MORGAN STANLEY SMITH BARNEY.
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
IL
09/13/2013 - Present
J.p. Morgan Securities LLC (GLENVIEW IL)
IL
07/02/2012 - 11/05/2012
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
IL
06/01/2009 - 07/26/2012
MORGAN STANLEY SMITH BARNEY (RIVERWOODS IL)
IL
07/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2007
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
Not sure Lynn Winston is the right advisor for you? Invested Better is here to help.
