Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Williams Kelly is a registered representative and investment advisor representative with Raymond James & Associates, Inc.. Lynn has been in the industry since November 2002 and is licensed in Alabama, Arkansas, Georgia, Louisiana, Mississippi and Texas. Lynn previously worked with Morgan Keegan & Company, Inc. and PFIC Securities Corporation. Lynn has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63). Lynn is also licensed to provide investment advice through the Uniform Investment Adviser Law Examination (Series 65).
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
MS
02/13/2013 - Present
Raymond James & Associates, Inc. (GRENADA MS)
MS
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GRENADA MS)
TN
11/04/2002 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 08/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
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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