Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Rosenberg Gilbert is a financial professional with over 30 years of experience in the industry. Lynne has held numerous positions at various financial institutions, including Transamerica Financial Advisors, Inc., Larimer Capital Corporation, and Interlink Securities Corp. Lynne is currently registered with The Leaders Group, Inc. and holds Series 7, 24 and 63 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.
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.
1
2
CO
01/04/2016 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
09/04/2009 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (EL SEGUNDO CA)
CO
12/04/2002 - 12/31/2009
LARIMER CAPITAL CORPORATION (DENVER CO)
CA
10/17/1989 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (EL SEGUNDO CA)
CA
02/04/2002 - 05/05/2002
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
CA
10/17/1989 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
02/19/1986 - 02/19/1988
TRAVELERS EQUITIES SALES, INC.
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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