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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Morris is a financial advisor with Planmember Securities Corp., based in Alpharetta, GA. Lynn has been in the industry since 1981 and has a strong background in investments and financial planning. Lynn has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Lynn holds Series 6, 63 and 65 licenses, and the SIE designation. Lynn is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
03/07/2011 - Present
Planmember Securities Corp. (Alpharetta GA)
GA
02/18/2010 - 03/02/2011
SYMETRA INVESTMENT SERVICES, INC. (DUNWOODY GA)
GA
01/27/1999 - 01/13/2010
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
TX
12/22/1981 - 11/10/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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