Unclaimed
Lynn Dobrowsky is a financial professional with over 30 years of experience in the industry. Lynn is currently registered with State Farm Investment Management Corp. and is a Chartered Financial Consultant. Previously, Lynn has worked with several other firms including Phoenix Equity Planning Corporation, Directed Services, Inc. and Aetna Investment Services, LLC. Lynn's professional licenses include Series 63, Series 6TO, SIE and Series 7. Lynn is active in the insurance industry as well as real estate and is the owner of Lynn Dobrowsky's Insurance Agency, Maningi Realty, LLC and two personally held real estate properties.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CT
06/23/2023 - Present
State Farm Investment Management Corp. (WINDSOR, CT)
CT
05/21/2003 - 05/02/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
PA
09/13/2001 - 08/01/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
10/15/1993 - 09/14/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
12/08/1992 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
NY
03/22/1991 - 06/17/1991
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
06/21/1990 - 03/21/1991
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
BC
Issued 02/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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