Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Kistenmacher is a financial advisor currently associated with Raymond James & Associates, Inc. Lynne has been in the financial services industry since 1992. Lynne is registered with the state of Florida as both a Broker and an Investment Advisor. Lynne has held prior positions at Morgan Stanley, UBS Financial Services Inc., UBS International Inc., Citigroup Global Markets Inc. and Barnett Investments, Inc..
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/13/2023 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
FL
03/21/2014 - 11/15/2023
MORGAN STANLEY (Aventura FL)
FL
01/01/2010 - 03/31/2014
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/11/2005 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NY
04/04/1994 - 04/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
04/16/1992 - 04/13/1994
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 06/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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