Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Kidd is a financial advisor with over 20 years of experience in the industry. Lynn has been registered with Morgan Stanley since February 2016 and has also previously worked with Citigroup Global Markets Inc. and other firms. Lynn holds the Series 7, Series 63, and Series 66 securities licenses. Lynn is currently registered with the states of Arkansas, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Missouri, Montana, New Jersey, New York, Oregon, Rhode Island, Tennessee, Texas, Vermont and Washington.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/22/2016 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
05/29/2007 - 02/29/2016
CITIGROUP GLOBAL MARKETS INC. (PALM BEACH GARDENS FL)
FL
03/14/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (PALM BEACH GARDENS FL)
NY
05/03/2004 - 03/29/2005
IFMG SECURITIES, INC. (PURCHASE NY)
CA
10/29/2003 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OH
09/07/2001 - 10/16/2003
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
MN
09/21/2000 - 09/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/21/2000 - 09/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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