Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Pivar is a financial advisor with over 30 years of experience in the industry. Lynn is currently registered with LPL Financial LLC and has held previous roles with firms such as Waterstone Financial Group, Inc., ABN AMRO Incorporated, and SunAmerica Securities, Inc. Lynn specializes in financial planning, portfolio management for individuals and businesses, 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
09/08/2009 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
07/17/2007 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (RIVERWOODS IL)
CT
04/26/2000 - 06/17/2005
ABN AMRO INCORPORATED (STAMFORD CT)
MA
01/10/2000 - 04/26/2000
LONG GROVE TRADING CO. (BOSTON MA)
AZ
08/29/1990 - 12/28/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
06/18/1989 - 12/31/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/25/1984 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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