Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Pederson is a financial advisor with over 20 years of experience in the industry. Lynn is currently registered as an investment advisor representative with Transamerica Retirement Advisors, LLC. Previously, Lynn has worked with Fidelity Brokerage Services LLC, Riversource Distributors, Inc., Ameriprise Financial Services, Inc., LPL Financial LLC, ING Financial Partners, Inc., ING Financial Advisors, LLC, ING America Equities, Inc., and Washington Square Securities, Inc. Lynn holds licenses for both the Series 63 and Series 66 exams. Lynn is also a registered investment advisor representative in Minnesota.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MN
11/02/2023 - Present
Transamerica Retirement Advisors, LLC (Bloomington MN)
NH
01/10/2022 - 10/24/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MN
01/29/2019 - 12/02/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/24/2018 - 01/29/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/15/2017 - 12/15/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
08/20/2014 - 08/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/21/2013 - 01/02/2014
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
10/13/2005 - 03/19/2013
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
CT
08/18/2004 - 01/19/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
PA
04/26/2002 - 08/19/2004
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CT
10/14/1999 - 04/19/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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