Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynnette? Claim Your ProfileLynnette Diane Okwuonu is a financial advisor with Wealth Enhancement Advisory Services, LLC. Lynnette has been in the financial services industry since 1998. Lynnette holds FINRA Series 7 and 63 securities licenses and the SIE exam, as well as the Personal Financial Specialist designation. She has worked with various firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Terra Securities Corporation, and 1st Global Capital Corp. Lynnette's primary focus is on working with high-net-worth individuals, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
06/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
08/04/2004 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
02/20/2001 - 09/04/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
TX
08/03/1998 - 02/24/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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