Unclaimed
Lynsey Frances Parker is a financial professional with experience in the securities industry. Lynsey has a Series 7TO, Series 63 and SIE. Lynsey is a registered representative of Charles Schwab & CO., Inc., and has been since April 2023. Lynsey is currently registered in 51 states and the District of Columbia. Lynsey is located in Lone Tree, Colorado.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/24/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 05/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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