Unclaimed
Lynne Sawyer is a financial professional with over 20 years of experience in the industry. Lynne is currently registered with BNY Mellon Securities Corp. in New York, NY. Previously, Lynne was registered with Morgan Stanley and Citigroup Global Markets Inc. Lynne holds Series 7 and SIE licenses and has a proven track record in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/31/2020 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
09/02/2015 - 02/18/2020
MORGAN STANLEY (NEW YORK NY)
NY
03/23/1998 - 08/14/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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