Unclaimed
Lynn Sperandeo is a financial advisor with Wedbush Securities Inc. Lynn has been a financial advisor since 1977 and has worked at a variety of firms, including B. Riley Wealth Management, Dominick & Dominick LLC, Citigroup Global Markets Inc., Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Oppenheimer & Co., Inc. and Rauscher Pierce Refsnes, Inc. Lynn is registered with the following states: Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Iowa, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas, Vermont, and Washington.
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.
1
2
NY
11/10/2023 - Present
Wedbush Securities Inc. (NEW YORK NY)
NY
01/21/2015 - 11/13/2023
B. RILEY WEALTH MANAGEMENT (New York NY)
NY
09/20/2006 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
08/06/2004 - 09/12/2006
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NY
11/03/2000 - 08/16/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
01/07/1980 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
08/10/1978 - 11/04/1979
OPPENHEIMER & CO., INC.
NA
07/01/1977 - 09/04/1978
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 04/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1978
PC - AMEX Put and Call Exam
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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