Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Jennifer Lynerd is a financial professional with over 18 years of experience in the industry. Mindy is currently registered with Fidelity Brokerage Services LLC. Prior to that, Mindy was with WELLS FARGO INVESTMENTS, LLC in LAGUNA NIGUEL, CA. Mindy has a wide range of experience and expertise, including holding the Series 66, Series 9, Series 10, Series 7 and SIE licenses.
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
NC
09/06/2007 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
CA
06/22/2004 - 11/16/2006
WELLS FARGO INVESTMENTS, LLC (LAGUNA NIGUEL CA)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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