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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynnette? Claim Your ProfileLynnette Busenburg-hill is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lynnette has been working in the financial industry since 1998. Lynnette holds both a Series 63 and Series 65 license, and is licensed to practice in Oklahoma and Texas. In addition, Lynnette holds a Series 7, Series 9, and Series 10. Lynnette has previously worked at UBS Financial Services Inc. and Morgan Stanley Smith Barney. Lynnette provides investment advice and portfolio management services to individuals, businesses, and institutional clients. Lynnette's areas of expertise include financial planning, retirement planning, and investment management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OK
01/11/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
OK
06/26/2018 - 12/09/2021
UBS FINANCIAL SERVICES INC. (TULSA OK)
OK
02/24/2010 - 06/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
TX
06/01/2009 - 03/04/2010
MORGAN STANLEY SMITH BARNEY (SOUTHLAKE TX)
TX
11/25/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
IA
Issued 01/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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