Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynnae? Claim Your ProfileLynnae Gonzales is a financial advisor with over 30 years of experience in the industry. Lynnae is a registered representative and investment advisor representative, holding Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Lynnae currently works with D.a. Davidson & Co., a firm with a long history of serving individual investors, businesses and institutions. Previously, Lynnae was a financial advisor with Wells Fargo Advisors, LLC. Lynnae specializes in working with individuals, businesses, and institutions to develop comprehensive financial plans, including retirement planning, investment management, and estate planning. Lynnae is committed to providing her clients with personalized service and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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WA
06/30/2016 - Present
D.a. Davidson & Co. (SPOKANE WA)
WA
01/03/2011 - 08/26/2015
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
WA
12/18/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SPOKANE WA)
NJ
07/24/2000 - 09/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MT
12/13/1994 - 07/24/2000
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
02/08/1989 - 11/30/1994
MURPHEY FAVRE, INC. (IRVINE CA)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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