Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Mulligan is a financial advisor with over 15 years of experience in the industry. Lynne Mulligan is registered with Money Concepts Capital Corp. Lynne Mulligan is a registered representative in Connecticut and Massachusetts. Lynne Mulligan provides financial planning and portfolio management services for individuals and businesses. Lynne Mulligan is also registered as an investment advisor in Connecticut and Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General 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.
Solicitor fee
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2
FL
05/25/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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