Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynnell? Claim Your ProfileLynnell Reese is a financial advisor at Wells Fargo Clearing Services, LLC. Lynnell has been in the industry since 2004 and is licensed in 42 states. Lynnell is also a registered representative with FINRA. Lynnell has a wide range of experience, including experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lynnell holds a Series 7, 9, 10, 66, and SIE licenses. Lynnell has worked with a variety of clients, including individuals, corporations, and charitable organizations. Lynnell's services include financial planning, investment consulting, portfolio management, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/28/2021 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
09/24/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICO CA)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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