Unclaimed
Lynn Marie Bowser is a financial advisor with over 8 years of experience in the financial services industry. Lynn has a proven track record of helping individuals and families achieve their financial goals. She is passionate about providing her clients with personalized financial advice and guidance. Lynn is registered with MML Investors Services, LLC and holds several industry certifications, including the Series 6, 7, 26, 63, and 65 licenses. Lynn is also a Registered Representative of Northwestern Mutual Investment Services, LLC. Lynn is committed to providing her clients with the highest level of service and expertise. She is dedicated to helping her clients understand their financial options and make informed decisions about their financial future.
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
NC
06/27/2023 - Present
MML Investors Services, LLC (Huntersville NC)
NC
06/17/2015 - 05/03/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Huntersville NC)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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