Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Smeraldo is a financial advisor who has been in the industry since 1989. Lynn is currently registered with IP Financial Advisory Services LLC. Lynn has been a registered representative and investment advisor representative for many years, working for several firms, including Securities America, Inc., Investacorp, Inc., and Cetera Advisors LLC. Lynn is committed to providing personalized financial advice to individuals and families. Lynn has a strong track record of helping clients achieve their financial goals.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
05/11/2022 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
FL
07/17/2020 - 05/05/2022
SECURITIES AMERICA, INC. (DUNEDIN FL)
FL
06/12/2017 - 07/17/2020
INVESTACORP, INC. (DUNEDIN FL)
FL
09/14/2016 - 06/14/2017
CETERA ADVISORS LLC (DUNEDIN FL)
FL
05/26/2010 - 10/03/2016
INVESTORS CAPITAL CORP. (DUNEDIN FL)
FL
11/09/2001 - 05/27/2010
FIRST ALLIED SECURITIES, INC. (DUNEDIN FL)
MN
01/01/2001 - 11/09/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
01/03/1997 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
09/21/1989 - 01/03/1997
JURAN & MOODY, INC. (ST. PAUL MN)
NA
04/18/1989 - 09/26/1989
R.B. MARICH, INC.
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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