linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stefne Anne Lynch

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stefne? Claim Your Profile

About Stefne Anne Lynch

Stefne Anne Lynch is a registered representative with Fidelity Brokerage Services LLC. Stefne is a financial professional with over 20 years of experience in the industry. Stefne has a strong background in securities and investment company products, having passed the Series 6, 7, and 26 exams. Stefne is also licensed in Massachusetts. Prior to joining Fidelity, Stefne was employed by Symetra Securities, Inc., MML Strategic Distributors, LLC, MML Investors Services, LLC, MML Distributors, LLC, Salomon Smith Barney Inc., and Prudential Securities Incorporated.

Firm Information

Stefne Lynch is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stefne Lynch’s Registration & Firm History

MA

01/09/2024 - Present

Fidelity Brokerage Services LLC (LONGMEADOW MA)

WA

09/13/2018 - 11/27/2023

SYMETRA SECURITIES, INC. (BELLEVUE WA)

MA

06/13/2014 - 08/31/2018

MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

01/04/2012 - 08/31/2018

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CT

01/27/2004 - 01/25/2008

MML DISTRIBUTORS, LLC (ENFIELD CT)

NY

10/09/2000 - 12/12/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

02/02/2000 - 10/11/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Stefne Anne Lynch is right for you?

Licenses & Designations

BC

Issued 03/29/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefne Anne Lynch.
Not sure if Stefne Anne Lynch is right for you?