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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 Ronald Waddell has been an active financial professional since December 1987. Currently, Lynn is registered as a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. in North Dakota and South Dakota. Lynn is licensed to provide financial advice and services to individuals, families, businesses, and retirement plans. Lynn has a wide range of experience in the financial services industry, having worked with several firms in the past, including Securities America, Inc. and Investment Centers of America, Inc. Lynn holds the Series 7, Series 63, and Series 65 licenses. Lynn has also earned the Certified Financial Planner designation.
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
ND
06/14/2024 - Present
Osaic Wealth, Inc. (REGENT ND)
ND
10/12/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MOTT ND)
ND
02/12/2009 - 10/13/2017
INVESTMENT CENTERS OF AMERICA, INC. (MOTT ND)
SD
01/27/2005 - 02/20/2009
H.D. VEST INVESTMENT SERVICES (SHADEHILL SD)
MN
01/03/2001 - 12/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/24/1986 - 12/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 01/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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