Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Clancy is a financial advisor with over 20 years of experience in the industry. Lynne Clancy has held positions at several firms including RBC DAIN RAUSCHER INC., ADVEST, INC., JANNEY MONTGOMERY SCOTT LLC, and SCUDDER FUND DISTRIBUTORS, INC.. Currently, Lynne Clancy is registered with Janney Montgomery Scott LLC and holds Series 6, 7, 7TO, 9, 63, and 66 licenses. Lynne Clancy's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and 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.
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.
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.
Fee plus commission
1
2
MA
09/27/2022 - Present
Janney Montgomery Scott LLC (OSTERVILLE MA)
NY
01/23/2004 - 10/01/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CT
03/21/2001 - 02/11/2004
ADVEST, INC. (HARTFORD CT)
PA
04/25/1995 - 03/29/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
CT
03/16/2001 - 03/19/2001
ADVEST, INC. (HARTFORD CT)
NY
10/05/1987 - 11/17/1987
SCUDDER FUND DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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