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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Trusty Shaw is a financial advisor with Raymond James & Associates, Inc., who has been in the industry since 1978. Lynn's experience is extensive and she has held various positions at reputable firms such as Morgan Keegan & Company, Inc., E. F. Hutton & Company Inc and Prudential-Bache Securities Inc. Lynn is a registered investment advisor in multiple states. She holds several licenses including Series 65, Series 63, Series 9, Series 10, Series 12, Series 15, Series 5, Series 7 and the SIE. Lynn specializes in financial planning, pension consulting, portfolio management for businesses and individuals, educational seminars and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
12/01/1987 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
08/25/1978 - 12/22/1987
E. F. HUTTON & COMPANY INC
NA
08/01/1979 - 12/21/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 09/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 03/14/1984
Series 5 - Interest Rate Options Examination
BC
Issued 08/19/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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