Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wynne? Claim Your ProfileWynne Barefoot Curran is a registered representative with LPL Financial LLC. Wynne has been in the industry since December 14, 2012 and is currently registered in South Carolina and Texas as a Registered Representative. She has also passed the Series 66, Series 7, and the SIE exam. Wynne's professional experience includes working with LPL Financial LLC and Independent Advisor Alliance, LLC. In addition to her advisory work, Wynne is also involved with TWC Wealth Management and The Finance Couple.
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
SC
01/28/2021 - Present
LPL Financial LLC (GREENVILLE SC)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wynne Curran is the right advisor for you? Invested Better is here to help.
