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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 Olson is a financial advisor at LPL Financial LLC, with over 30 years of experience in the industry. She is a registered representative and investment advisor representative in several states, including Iowa, Florida, California and Arizona. Lynnette has a strong background in securities and investment company products, having held previous roles at Securities America, Inc., Fintegra, LLC, Financial Network Investment Corporation and AXA Advisors, LLC. Her areas of specialization include retirement planning, investment management and financial planning for individuals and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
05/08/2020 - Present
LPL Financial LLC (DAVENPORT IA)
IA
09/16/2015 - 05/11/2020
SECURITIES AMERICA, INC. (DAVENPORT IA)
IA
11/03/2003 - 09/14/2015
FINTEGRA, LLC (Davenport IA)
CA
07/02/2003 - 10/31/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
11/22/1989 - 07/07/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/22/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
OR
06/27/1988 - 12/02/1989
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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