Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Harold Eppey is a registered representative at Osaic Wealth, Inc. and is also a registered investment advisor. Lynn has over 39 years of experience in the securities industry, beginning in 1982. Lynn has held prior registrations with ROYAL ALLIANCE ASSOCIATES, INC. and GREAT AMERICAN SECURITIES INC., as well as MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lynn holds Series 7, 24, 51, and 63 licenses and has passed the SIE exam. Lynn specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Lynn is located at the Osaic Wealth, Inc. branch office in Lake Forest, California.
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.
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
CA
05/28/2021 - Present
Osaic Wealth, Inc. (LAKE FOREST CA)
CA
09/16/1991 - 03/02/2021
ROYAL ALLIANCE ASSOCIATES, INC. (LAKE FOREST CA)
NA
03/26/1985 - 09/20/1991
GREAT AMERICAN SECURITIES INC.
NA
07/22/1982 - 03/04/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 02/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/1991
Series 24 - General Securities Principal Examination
BC
Issued 05/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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