Unclaimed
Mary Lynnette Jones is a financial advisor with LPL Financial LLC. Mary Lynnette is registered with the state of Arkansas and Texas. Mary Lynnette has been in the financial services industry since November 7, 1991 and has experience with Cetera Advisor Networks LLC, Tower Square Securities, Inc., FAS Wealth Management Services, Inc., BirchTree Financial Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Robert Thomas Securities, Inc. Mary Lynnette has a wide range of experience and is able to provide clients with a variety of financial services including financial planning, portfolio management, and insurance. Mary Lynnette has a proven track record of success and is committed to providing her clients with the highest level of service.
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
AR
08/19/2016 - Present
LPL Financial LLC (HOT SPRINGS VILLAGE AR)
AR
09/03/2013 - 06/28/2016
CETERA ADVISOR NETWORKS LLC (HOT SPRINGS VILLAGE AR)
AR
07/31/2001 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (HOT SPRINGS VILLAGE AR)
FL
11/15/2000 - 08/08/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MN
11/23/1993 - 11/15/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/03/1993 - 10/05/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/1993 - 10/05/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/19/1990 - 12/13/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1990 - 12/13/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/20/1987 - 02/03/1989
ROBERT THOMAS SECURITIES, INC
IA
Issued 09/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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