Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Hartman is a registered representative of Stifel, Nicolaus & Company, Inc.. Lynn has been in the industry since January 2012. Lynn is currently registered in Michigan. Lynn holds a Series 66 license and has been active in the industry for over a decade. Lynn is specialized in providing financial planning, portfolio management, and pension consulting services. Lynn has worked with a wide range of clients including individuals, corporations, charitable organizations, insurance companies, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
12/05/2024 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
Active
Inactive
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