Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Kinney is a registered investment advisor representative with CKW Financial Group, LLC. Lynne has been in the financial services industry for over 30 years. Lynne has worked with a variety of firms throughout her career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and J.W. Cole Financial, Inc. Lynne's previous work has involved providing investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Lynne has a Series 63 and 65, as well as a Series 7 and 31. Lynne is currently registered in Hawaii as an Investment Advisor Representative.
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.
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.
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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HI
01/01/2025 - Present
CKW Financial Group, LLC (HONOLULU HI)
HI
05/10/2013 - 02/26/2014
J.W. COLE FINANCIAL, INC. (HONOLULU HI)
HI
10/06/2011 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)
HI
10/10/2008 - 10/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
HI
04/02/2007 - 11/03/2008
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
05/14/1993 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
IA
Issued 06/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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