Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Metzger has been a registered representative since May 1999. Lynn is registered with Cetera Investment Advisers LLC, which has an office in Lima, OH. Lynn's experience includes working at VOYA FINANCIAL ADVISORS, INC. where Lynn provided financial services and acted as an independent insurance agent. Lynn has passed the Series 66, SIE, and Series 6 exams and is licensed in 13 states, including Ohio, Colorado, Florida, Georgia, Illinois, Indiana, Nevada, New Jersey, New York, Pennsylvania, Tennessee, and Virginia. Lynn offers a variety of services to individuals and businesses, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (LIMA OH)
OH
05/07/1999 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LIMA OH)
BOTH
Issued 09/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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