Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Lynn is a financial advisor associated with LPL Financial LLC. Mark has been in the financial industry since May 1986 and has over 37 years of experience. Mark is registered with the state of Pennsylvania and holds multiple securities licenses, including Series 6, 7, 63, and 65. Mark has previously worked with Woodbury Financial Services, Inc. and AXA Advisors, LLC. Mark offers consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
1
2
PA
07/15/2019 - Present
LPL Financial LLC (CLARKS SUMMIT PA)
PA
11/29/2011 - 07/18/2019
WOODBURY FINANCIAL SERVICES, INC. (CLARKS SUMMIT PA)
PA
06/01/2005 - 12/06/2011
AXA ADVISORS, LLC (CLARKS SUMMIT PA)
NY
05/20/1986 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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