Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aina? Claim Your ProfileAina Moliner i serra is a registered Investment Advisor Representative with Lynx Investment Advisory, LLC. Aina has been in the industry for 5 years. Aina is licensed to provide investment advice in District of Columbia. Aina holds the Series 65 license. Lynx Investment Advisory, LLC is a registered investment advisor with the SEC. Lynx Investment Advisory, LLC specializes in portfolio management for individuals, portfolio management for pooled investment vehicles, and performance measurement, asset allocation. Lynx Investment Advisory, LLC has over 1000 million dollars in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement, asset allocation
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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DC
08/27/2024 - Present
Lynx Investment Advisory, LLC (WASHINGTON DC)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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