Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Lynch is a financial advisor with Rockefeller Financial LLC. Alexander Lynch is registered with FINRA and has Series 7TO, Series 66, and SIE licenses. Alexander Lynch has been working in the financial industry since 2022. Alexander Lynch has a background in investment management, having previously worked for First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Alexander Lynch holds registrations in 49 states and has a wide range of experience in financial planning, portfolio management, and pension consulting. Alexander Lynch works with a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
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.
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NY
04/25/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
06/17/2022 - 05/16/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
BOTH
Issued 08/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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