Unclaimed
Lynn Fryckberg is a financial advisor with UBS Financial Services Inc. in Mount Laurel, NJ. Lynn has been working in the financial services industry since 1983. She holds licenses in several states, including Florida, New Jersey, and Texas. Lynn has a broad range of experience, having worked with various clients including individuals, corporations, and institutional investors. Lynn is passionate about helping her 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
08/17/2016 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
NJ
06/01/2009 - 08/25/2016
MORGAN STANLEY (MT. LAUREL NJ)
NJ
08/23/1983 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
BOTH
Issued 02/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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