Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Mallory is an Investment Advisor Representative with Edgewater Asset Management. Lynne has been in the financial services industry since 1987. Lynne is a Chartered Financial Analyst and holds the Series 3, 7, 63, and 65 securities licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
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VA
04/09/2003 - Present
Edgewater Asset Management (VIRGINA BEACH VA)
NY
01/13/1992 - 07/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/30/1987 - 11/28/1988
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
NA
01/01/1987 - 01/28/1987
CHASE MANHATTAN CAPITAL MARKETS CORPORATION
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
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