Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Whalen calabro has been in the financial services industry since 1998. Lynne is currently registered with Fidelity Personal AND Workplace Advisors and holds a Series 7, Series 9, Series 10, Series 24, Series 4, and Series 63 license. Lynne has prior experience with Grace Financial Group LLC, Windham Securities, Inc., SGI, LLC, Carlin Equities Corp., WorldCo, L.L.C., and Shamus Group, Inc. Lynne is a Registered Representative and Investment Advisor Representative in several states, including Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Lynne specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
1
2
NY
12/04/2018 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
05/29/2007 - 06/25/2013
GRACE FINANCIAL GROUP LLC (SOUTHHAMPTON NY)
NY
03/20/2006 - 05/02/2007
WINDHAM SECURITIES, INC. (NEW YORK NY)
NY
04/22/2005 - 04/07/2006
SGI, LLC (NEW YORK NY)
NY
02/13/2004 - 04/26/2005
CARLIN EQUITIES CORP. (NEW YORK NY)
NY
01/08/1998 - 03/27/2003
WORLDCO, L.L.C. (NEW YORK NY)
NA
08/13/1997 - 10/30/1997
SHAMUS GROUP, INC.
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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