Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynne is a financial advisor at LPL Financial LLC. Stephanie has over 20 years of experience in the financial services industry. Stephanie is a Certified Financial Planner and holds Series 7 and 66 licenses. Stephanie specializes in financial planning, portfolio management, and investment advice for individuals, families, and businesses. Stephanie provides services to clients throughout Massachusetts, Texas, and other states.
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
MA
06/09/2016 - Present
LPL Financial LLC (WALTHAM MA)
MA
02/10/2006 - 12/01/2006
G. W. & WADE ASSET MANAGEMENT COMPANY, INC. (WELLESLEY MA)
MA
06/09/1997 - 01/28/1999
BOSTON FINANCIAL SECURITIES, INC. (BOSTON MA)
MA
02/22/1993 - 07/10/1995
BOSTON FINANCIAL SECURITIES, INC. (BOSTON MA)
MN
10/30/1991 - 11/13/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
03/21/1989 - 11/06/1989
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 05/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Lynne is the right advisor for you? Invested Better is here to help.
