Unclaimed
Lynne Margaret Verdone is a financial advisor with over 30 years of experience in the industry. Lynne is currently registered with Spc and is a Certified Financial Planner. Lynne has previously worked for Securian Financial Services, Inc. and Calvert Securities Corporation. Lynne specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Lynne offers a variety of financial planning services, including consultation services, educational seminars, and portfolio management.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/24/2006 - Present
SPC (ANN ARBOR MI)
MN
06/12/1987 - 01/31/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
09/12/1985 - 04/23/1987
CALVERT SECURITIES CORPORATION
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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