Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Robert Johnson is an active broker and investment advisor representative, registered with Wells Fargo Advisors Financial Network, LLC in Rochester, NY. Lynn has been in the financial industry since January 18, 1981. Lynn holds both Series 63 and Series 65 licenses and has a strong track record in the industry. They are also registered in multiple states, including New York, Pennsylvania, and Texas. Lynn has held various positions at different firms, including Stifel, Nicolaus & Company, Incorporated, Butler, Wick & Co., Inc., and A. G. Edwards & Sons, Inc. Currently, Lynn works with individuals and families, corporations and businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. They provide a wide range of financial services, including financial planning, portfolio management, and investment consulting. Lynn's experience and expertise make them a valuable resource for clients seeking financial guidance and advice.
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.
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.
Investment consulting services to institutional clients
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
12/04/2020 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
03/10/2009 - 12/07/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OLEAN NY)
NY
09/27/2007 - 03/10/2009
BUTLER, WICK & CO., INC. (OLEAN NY)
NY
05/03/1990 - 10/04/2007
A. G. EDWARDS & SONS, INC. (OLEAN NY)
NY
05/14/1988 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/19/1981 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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