Years Of Experience
State Licenses
Clients Satisfied
Successfully Handled Portfolios
I am dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs and desired level of service. I work with individuals, privately held businesses and non-profit organizations.
I look forward to getting to know you and I am always available to answer your questions. Feel free to contact me to inquire further about my approach to financial planning and how I can help you achieve your financial objectives.
Laureen Hendry Lynn
I have gathered over 30 years of experience as a licensed stock broker and investment adviser, and worked extensively with two prestigious firms in the United States. I have obtained licenses in about thirty-one states and passed five brokerage qualification examinations.
Asset Management and Financial Planning
Cryptocurrencies & Digital Assets
Comprehensive Wealth Management
Fixed Indexed & Variable Life Insurance and Annuities
Real Estate And Real Estate Investment Trusts (REITs)
Extensive Retirement Planning
I offer a wide range of services, from helping you select individual investments to developing a profitable trading strategy. With access to a broad array of markets resources - including smart trading softwares and team of market experts, I can assist you in making informed investment decisions based on your financial goals and objectives. Fill in the necessary details and also select your preferred time & date for an introductory call.