Unclaimed
Lynn Stebbins is an investment professional with over 25 years of experience in the financial services industry. Lynn is a registered representative with GWN Securities Inc. and provides financial planning, market timing services and portfolio management for individuals. Lynn also has a 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/27/2022 - Present
GWN Securities Inc. (DELRAY BEACH FL)
FL
05/03/2019 - 02/01/2022
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
01/29/2018 - 04/16/2019
HERBERT J. SIMS & CO, INC. (BOCA RATON FL)
FL
02/19/2016 - 01/22/2018
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
IA
Issued 04/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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