Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Schreiber Kaplan is a financial advisor with over 40 years of experience in the industry. Lynn has been registered with the Securities and Exchange Commission (SEC) since 1979. Lynn is a Registered Representative and Investment Advisor Representative. Lynn currently works for Capital Analysts. Lynn has also worked for Great American Advisors, Inc., Aetna Investment Services, Inc., Garco Equity Sales, Inc., Aetna Life Insurance and Annuity Company and Security First Financial, Inc. Lynn is a Certified Financial Planner (CFP). Lynn has been involved in a number of other business ventures in the financial service sector, including managing general agents, life insurance, and long-term care insurance.
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.
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.
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2
MA
09/15/2015 - Present
Capital Analysts (NEEDHAM MA)
MA
11/04/1994 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (NEEDHAM MA)
CT
10/15/1993 - 12/23/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IN
08/26/1993 - 11/04/1994
GARCO EQUITY SALES, INC. (CARMEL IN)
NA
07/26/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
CT
01/06/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/15/1979 - 06/04/1985
SECURITY FIRST FINANCIAL, INC.
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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