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 Widmann is a registered representative and investment advisor representative with Financial Advocates Investment Management. Lynn is licensed in California and Idaho. Lynn's registration began on May 29, 2018 and has been active since then. Lynn has 1 approved state registration, 1 approved SRO registration and 1 approved FINRA registration.
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.
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
WA
05/29/2018 - Present
Financial Advocates Investment Management (OLYMPIA WA)
BOTH
Issued 06/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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