Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Hui is a financial advisor with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Lynn has been in the financial industry since 1996. Lynn is registered with FINRA and is licensed to provide financial advice in a number of states, including Kansas and Texas. Lynn is a Certified Financial Planner and a Chartered Financial Consultant. Lynn is a member of Osaic Wealth, Inc. in the Lawrence, Kansas office, but also is located in their Nashville office. In addition to Osaic Wealth, Inc. Lynn also provides services through their own firm, Hui Financial Group, LLC. In addition to financial planning, Lynn also offers other services including insurance sales and investment advisory services.
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
KS
07/30/2019 - Present
Osaic Wealth, Inc. (LAWRENCE KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAWRENCE KS)
KS
10/08/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LAWRENCE KS)
TX
04/03/1996 - 10/08/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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