Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Jacobowski is an investment advisor representative with TLG Advisors, Inc.. Lynn has been in the securities industry since 2008 and holds the Series 7, Series 55, Series 63, and Series 66 licenses. Lynn specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Lynn is also an independent insurance agent and is registered with the state of New Jersey as an investment advisor representative.
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.
Placement of institutional funds
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
CO
01/08/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
NY
05/19/2016 - 12/16/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/05/2014 - 02/12/2016
NYLIFE SECURITIES LLC (MELVILLE NY)
NJ
06/04/2008 - 04/13/2009
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
NY
07/06/2000 - 06/12/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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