Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Neuman is a financial advisor with Edward Jones. Lynne is a registered representative in California, Illinois and New York. Lynne has over 25 years of experience in the financial services industry. Lynne has been with Edward Jones since 2023, prior to that, she has held positions at Bank of America, Wells Fargo and Liberty Securities Corporation. Lynne has a strong understanding of financial markets and investment strategies and is committed to providing her clients with personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
CA
03/08/2024 - Present
Edward Jones (MARINA DEL REY CA)
NY
08/03/1998 - 07/20/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/16/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
BOTH
Issued 03/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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