Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Haliday Dewitz is a financial professional with over 30 years of experience in the industry. Lynn has been registered with Ameriprise Financial Services, LLC since 2005. Prior to that, Lynn worked for IDS LIFE INSURANCE COMPANY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lynn holds Series 63, SIE and Series 7 licenses. Lynn is licensed in several states including California, Illinois, Minnesota, New Hampshire, Ohio, South Dakota, and Texas. Lynn specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lynn's office is located in Rochester, Minnesota.
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 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.
A percentage of the total value of assets under management is charged.
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2
MN
08/14/2018 - Present
Ameriprise Financial Services, LLC (Rochester MN)
MN
06/30/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/23/1989 - 03/24/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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