Unclaimed
Mary Katherine Lyne is a registered representative with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Mary Katherine Lyne has been in the industry for over 2 years. She holds Series 7TO, Series 66, and SIE licenses. She is registered to provide investment advice in Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, Ohio, and Tennessee. Mary Katherine Lyne is a registered investment advisor representative in Tennessee. Her current employment is with Edward Jones in SEYMOUR, TN. Mary Katherine Lyne has prior work experience with McKesson Patient Care Solutions, AdaptHealth Patient Care Solutions, and Auburn University Federal Credit Union.
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.
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.
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.
See schedule d - miscellaneous
1
2
TN
09/27/2024 - Present
Edward Jones (SEYMOUR TN)
BOTH
Issued 02/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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