Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynsey? Claim Your ProfileLynsey Erin Fitzgerald is a financial advisor with SUN Life Institutional Distributors (u.s.) LLC, based in Boston, Massachusetts. Lynsey has been in the financial services industry since 2003. Lynsey has a strong track record of providing financial advice to clients. Lynsey's experience and expertise make her well-suited to help clients achieve their financial goals.
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.
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.
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2
MA
07/24/2023 - Present
SUN Life Institutional Distributors (u.s.) LLC (Boston MA)
MA
06/10/2013 - 06/28/2023
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
MA
06/09/2003 - 02/28/2013
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
IA
Issued 03/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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