Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Pagans is a financial advisor with over 30 years of experience in the financial services industry. Lynn is currently registered with Great Valley Advisor Group, Inc. in Wilmington, Delaware and Boca Raton, Florida. Lynn has held previous positions with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC in Coral Springs, Florida, JWGENESIS SECURITIES, INC. in Boca Raton, Florida, PRUDENTIAL SECURITIES INCORPORATED in New York, New York, SMITH BARNEY SHEARSON INC. in New York, New York, LEHMAN BROTHERS INC. in New York, New York and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, New York. Lynn is licensed to provide investment advisory services in Delaware, Florida, New Jersey, and Virginia. Lynn specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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
DE
03/28/2022 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
FL
01/02/2001 - 10/04/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORAL SPRINGS FL)
FL
09/04/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
04/05/1994 - 09/09/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/04/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/24/1986 - 05/17/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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