Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Erskine is a financial advisor with over 20 years of experience in the industry. She is a Certified Financial Planner™ and Chartered Financial Analyst, and holds Series 2, 6, 7, 9, 10, 63, 65, and 66 licenses. Lynn currently works with Janney Montgomery Scott LLC, and has been with them since 2013. Lynn has previously held positions with Vanguard Marketing Corporation, Managers Distributors, Inc., and Drexel Morgan Capital Advisers. Lynn offers financial planning and portfolio management services to individuals, businesses, and institutions. Her primary focus is on helping her clients reach their financial goals through personalized strategies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
11/11/2019 - Present
Janney Montgomery Scott LLC (WEST CHESTER PA)
PA
07/19/2018 - 11/11/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
12/05/2013 - 07/24/2014
JANNEY MONTGOMERY SCOTT LLC (WEST CHESTER PA)
CT
01/31/2002 - 07/05/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 08/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/13/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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