Unclaimed
Lynn Marie Gasser is a financial advisor based in Troy, MI. Lynn is a registered representative of Commonwealth Financial Network, a firm with a strong reputation in the industry. Lynn has a broad range of experience in the financial services industry, having worked with both J.P. Morgan Securities LLC and Commonwealth Financial Network. With a proven track record and a strong commitment to client satisfaction, Lynn is well-positioned to help individuals and families achieve their 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.
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.
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2
MI
10/06/2023 - Present
Commonwealth Financial Network (TROY MI)
MI
02/27/2023 - 09/06/2023
J.P. MORGAN SECURITIES LLC (COMMERCE TWP MI)
MI
03/23/2015 - 01/11/2017
J.P. MORGAN SECURITIES LLC (ORION TOWNSHIP MI)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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