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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lynn is an investment advisor representative with Planmember Securities Corp. Patrick is based in CARPINTERIA, California. Patrick has been in the securities industry since 1999 and has a broad range of experience. Patrick is registered with the state of California as an Investment Advisor Representative, a Broker-Dealer, and has passed the Series 6, 7, 24, 26, 63 and 65 examinations. Patrick works with clients who have charitable organizations, pension and profit sharing plans, high-net-worth individuals, corporations, and other businesses.
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.
Provides investment supervisory 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.
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2
CA
02/05/2016 - Present
Planmember Securities Corp. (CARPINTERIA CA)
MA
04/09/1999 - 06/23/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 02/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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