Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Emerson Kistler has been working in the financial services industry since 1993. Lynn is currently registered with Fidelity Personal AND Workplace Advisors in Covington, KY and has been registered with the firm since February 2021. Before joining Fidelity Personal AND Workplace Advisors, Lynn was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT from December 2017 to February 2021. Lynn holds Series 6, 7, 63, and 66 securities licenses and is a registered investment advisor. Lynn specializes in providing financial planning services, educational seminars, selection of other advisors, and portfolio management for individuals 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.
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.
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.
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2
KY
12/07/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
UT
01/11/2018 - 02/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OGDEN UT)
KS
05/03/2012 - 12/08/2017
CETERA ADVISORS LLC (OVERLAND PARK KS)
OH
09/17/1993 - 06/09/2010
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
BOTH
Issued 12/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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