Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lynch is a financial professional with over 20 years of experience in the industry. Adam is currently registered with Charles Schwab & Co., Inc. and has a Series 6, 7, and SIE licenses. Previously, Adam worked at NEAR NORTH NATIONAL FINANCIAL SERVICES, INC. and FIRST INVESTORS CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
09/04/2015 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
IL
01/30/2003 - 05/29/2003
NEAR NORTH NATIONAL FINANCIAL SERVICES, INC. (CHICAGO IL)
NJ
03/26/2002 - 04/24/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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