Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Maureen Rowan is a registered representative with Wells Fargo Clearing Services, LLC. Lynne has been in the securities industry since July 2001 and has a Series 7, Series 63, and Series 66 license. Lynne is registered to provide investment advice in 33 states and is also registered with the state of Texas as an investment advisor representative. Previously, Lynne was a registered representative with A. G. EDWARDS & SONS, INC. Lynne is a specialist in a variety of areas, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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
DE
01/05/2012 - Present
Wells Fargo Clearing Services, LLC (NEWARK DE)
DE
07/03/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEWARK DE)
BOTH
Issued 05/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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