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 Lewis is a financial advisor with over 40 years of experience in the industry. Lynn is currently registered with PFS Investments Inc. in Dallas, Texas. Lynn has been with PFS Investments Inc. since February 2014. Lynn was previously registered with GREEN STREET ADVISORS, INC. in Dallas, Texas from December 1994 to February 2012, and RAUSCHER PIERCE REFSNES, INC. in Dallas, Texas from July 1992 to January 1995. Lynn has passed the Series 7, Series 24, Series 55, and SIE exams.
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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2
TX
02/11/2014 - Present
PFS Investments Inc. (DALLAS TX)
TX
12/20/1994 - 02/23/2012
GREEN STREET ADVISORS, INC. (DALLAS TX)
TX
07/14/1992 - 01/11/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
03/26/1991 - 04/21/1992
GARRISON BROTHERS, INC. (HOUSTON TX)
MO
09/04/1990 - 03/14/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
12/09/1988 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
NA
09/01/1987 - 01/19/1989
BOETTCHER & COMPANY, INC.
NA
11/01/1983 - 09/01/1987
LOVETT MITCHELL WEBB & GARRISON, INC.
NA
03/19/1979 - 10/27/1983
ROTAN MOSLE INC.
NA
09/26/1978 - 04/21/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/19/1977 - 04/21/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
03/23/1976 - 06/29/1976
GRANGER & COMPANY
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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