Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn O'Shea is an Investment Advisor Representative at Clinton Investment Management, LLC, based in Stamford, Connecticut. Lynn specializes in providing investment advice and portfolio management services for individuals, businesses, and investment companies. Lynn holds a Series 65 license, demonstrating their commitment to providing clients with sound financial guidance. With extensive experience in the financial services industry, Lynn is dedicated to helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CT
04/01/2024 - Present
Clinton Investment Management, LLC (STAMFORD CT)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Lynn O'Shea is the right advisor for you? Invested Better is here to help.
