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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Jennings is a financial advisor with Fidelity Personal AND Workplace Advisors. Lynne is a registered representative in Virginia and Texas, and she holds multiple securities licenses, including Series 6, 7, 9, 10, 55 and 63. Lynne has been in the financial services industry since 1993. Lynne previously worked at several firms, including First Clearing, LLC, Wachovia Securities, LLC, Capital Brokerage Corporation and PFS Investments Inc. Lynne is a specialist in portfolio management for individuals and businesses. She also provides financial planning and educational seminars. Lynne's experience and knowledge can help you reach your financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
MO
12/12/2008 - 07/16/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
12/09/2005 - 06/10/2008
FIRST CLEARING, LLC (RICHMOND VA)
MO
10/02/2003 - 12/09/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
07/02/2002 - 10/01/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
GA
06/25/2001 - 07/15/2002
PFS INVESTMENTS INC. (DULUTH GA)
MO
10/01/1999 - 06/28/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/14/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
VA
10/21/1992 - 04/04/1996
BRANCH, CABELL AND COMPANY (RICHMOND VA)
VA
02/03/1992 - 12/01/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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