Unclaimed
Lynn Dickson MacAbee is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Lynn has been in the financial services industry since November 1994. Lynn works in the Indianapolis, IN branch office of Wells Fargo Clearing Services, LLC. Lynn holds the Series 7, Series 31, and Series 63 licenses. Lynn also holds the Securities Industry Essentials Examination (SIE) license. In addition to being registered in Indiana as an Investment Advisor Representative, Lynn is registered as an Investment Advisor Representative in several states.
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.
Investment consulting services to institutional clients
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
IN
02/15/2017 - Present
Wells Fargo Clearing Services, LLC (INDIANAPOLIS IN)
IN
11/25/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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