Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Heatwole is a financial advisor with over 38 years of experience in the industry. Lynn has been registered with Stifel, Nicolaus & Company, Inc. since 2004. Previously, Lynn was registered with ADVEST, INC. and FIFTH THIRD/THE OHIO COMPANY. Lynn holds the Series 7, 8, 9, 10, 63 and 65 licenses and is registered in 26 states. Lynn specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and institutions.
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.
1
2
OH
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (ZANESVILLE OH)
OH
10/16/1998 - 12/20/2005
ADVEST, INC. (NEWARK OH)
OH
09/20/1984 - 10/30/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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