Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Jancik is a financial professional with over 20 years of experience in the industry. Lynn is currently registered with MML Investors Services, LLC. Lynn has held previous positions with Ameriprise Financial Services, LLC, U.S. Bancorp Investments, Inc., Quasar Distributors, LLC, and State Farm VP Management Corp. Lynn is a registered principal with FINRA and is licensed in Minnesota. Lynn specializes in providing financial planning and portfolio management services for individuals and businesses. Lynn has a strong background in working with clients of all types, including high-net-worth individuals, trusts, foundations, and endowments.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
09/02/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MN
01/14/2014 - 08/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
03/02/2011 - 01/06/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
ME
01/13/2006 - 12/31/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
04/11/2001 - 04/18/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
02/26/2001 - 04/11/2001
STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 05/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/11/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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