Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Marie Freshwater is a financial advisor who has been in the industry since October 27, 1994. Lynn currently works with Truist Advisory Services, Inc. and is registered with FINRA and several states, including Florida, Rhode Island, and Texas. Lynn has experience working with a variety of clients, including individuals, businesses, and charitable organizations. The advisor provides a range of services, including financial planning, portfolio management, and wrap fee products. The advisor's past experience includes working with Morgan Stanley & Co., Incorporated and SunTrust Securities, Inc..
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
FL
11/02/2007 - 11/23/2007
MORGAN STANLEY & CO., INCORPORATED (WINTER PARK FL)
GA
10/13/1993 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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