Unclaimed
Lynn Donah is a registered representative with MML Investors Services, LLC, a firm that has been actively providing financial services since 2004. Lynn has a diverse background in the financial industry, having worked with several firms, including MML Strategic Distributors, LLC and MML Distributors, LLC. Lynn has earned the Series 6, 7, 24, and 26 licenses as well as the SIE exam, showcasing Lynn's commitment to professional development and a strong understanding of investment products and services. Lynn is dedicated to serving clients with a range of financial needs, including individuals, families, and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
01/03/2004 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
04/02/2014 - 08/23/2023
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
11/23/2009 - 04/29/2016
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
06/16/2005 - 07/22/2008
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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