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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Robert Metzger is a financial advisor with over 23 years of experience in the financial services industry. Lynn currently works at Cetera Investment Advisers LLC, a financial advisor with over 100 billion dollars in assets under management. Lynn provides financial planning, investment advisory, and portfolio management services to individuals and families, businesses, and trusts. Lynn has specialized in providing advice to high-net-worth individuals and families. Lynn has been registered with the Securities and Exchange Commission (SEC) since 1999 and has passed the Series 6, Series 66, and SIE exams. Lynn is also registered in multiple states.
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 9/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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