Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Tramontano is a financial advisor with Edward Jones. Lynn is based in Columbus, Ohio, and has been in the financial industry since 2007. Lynn has Series 6, 7, 63, and 65 licenses and has worked with individuals, businesses, and families. Lynn has experience in financial planning, portfolio management, and investment services. Lynn's firm is Edward Jones, which is headquartered in St. Louis, Missouri. Edward Jones is a financial services firm that offers a variety of investment and financial planning services.
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.
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.
See schedule d - miscellaneous
1
2
OH
12/18/2018 - Present
Edward Jones (COLUMBUS OH)
OH
03/02/2009 - 12/12/2011
PRUCO SECURITIES, LLC. (COLUMBUS OH)
NA
01/15/1986 - 07/21/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 11/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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