Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Wilson McAmis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Lynn has over 40 years of experience in the financial services industry. Lynn holds a Series 7, 9, 10, 63 and 65 securities license as well as the SIE. Lynn's previous experience includes positions at several other firms including Hilltop Securities Inc, NBC Securities Inc, RBC Capital Markets LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/03/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
CA
01/26/2017 - 01/26/2021
HILLTOP SECURITIES INC. (MONTEREY CA)
FL
11/29/2013 - 01/26/2017
NBC SECURITIES, INC. (DELRAY BEACH FL)
FL
02/23/2011 - 12/20/2013
RBC CAPITAL MARKETS, LLC (FORT LAUDERDALE FL)
FL
06/01/2009 - 03/04/2011
MORGAN STANLEY SMITH BARNEY (PONTE VEDRA BEACH FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BEACH FL)
GA
02/12/1993 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/07/1982 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
10/03/1977 - 12/15/1982
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 05/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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