Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Carlson is a registered representative and investment advisor representative with PFS Investments Inc. Lynne has been in the financial services industry since 2005. Lynne has a Series 6, Series 26, Series 63 and Series 65 licenses and holds registrations in Colorado, Kansas, Kentucky, Minnesota, Nebraska, Oklahoma, Pennsylvania and Texas. Lynne specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
01/08/2025 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
IA
Issued 05/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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