Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Koch Voss is a financial advisor with Stifel, Nicolaus & Company, Inc. Lynn is a registered representative and investment advisor representative with more than 2 years of experience in the industry. Lynn is licensed to offer a variety of financial products and services including stocks, bonds, mutual funds, and retirement planning. Lynn has a Series 7TO and Series 63 license. Lynn is located in Clayton, MO and has been with Stifel, Nicolaus & Company, Inc. since August 2022. Previously, Lynn worked at Wells Fargo Clearing Services, LLC.
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
MO
08/12/2022 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
MO
07/13/2021 - 08/03/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
04/05/2021 - 04/09/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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