Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Ford is a financial advisor currently registered with Vanderbilt Advisory Services in Woodbury, NY. Lynne has a background in the financial services industry, having worked at Vanderbilt Securities, LLC prior to joining Vanderbilt Advisory Services. Lynne is a licensed Investment Advisor Representative and holds the Series 66, Series 7TO, and SIE licenses. Lynne serves a variety of client types including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans.
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.
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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NY
07/24/2023 - Present
Vanderbilt Advisory Services (WOODBURY NY)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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