Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Leighton Lavanway is an Investment Advisor Representative with PFS Investments Inc., a firm that has been serving clients for over 20 years. Lynn has over 20 years of experience in the financial services industry, and has specialized in providing investment advisory services to individuals and families. Lynn holds the Series 6, Series 63, Series 26, and Series 65 licenses. Lynn's strong understanding of investment strategies and financial planning can help you meet your 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.
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.
A percentage of the total value of assets under management is charged.
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MI
04/03/2000 - Present
PFS Investments Inc. (PORTAGE MI)
IA
Issued 12/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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