Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Meredith Braban is a financial advisor currently registered with Park Avenue Securities LLC. Lynn has been working in the financial services industry since 2003 and has a wide range of experience. Lynn provides financial planning, portfolio management, educational seminars, and selection of other advisers. Lynn Meredith Braban holds Series 6, 7, 63, 65, and 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
NY
04/16/2024 - Present
Park Avenue Securities LLC (TARRYTOWN NY)
NY
02/14/2018 - 10/08/2019
LPL FINANCIAL LLC (POUGHKEEPSIE NY)
NY
02/01/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (FISHKILL NY)
NY
03/20/2014 - 11/03/2015
NATIONAL PLANNING CORPORATION (RED HOOK NY)
NY
09/22/2011 - 03/18/2014
PARK AVENUE SECURITIES LLC (TARRYTOWN NY)
NY
10/13/2003 - 08/12/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MAHOPAC NY)
BOTH
Issued 05/13/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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