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 in Tacoma, WA with over nine years of experience in the financial industry. Alexander has a Series 7, Series 63, Series 52, Series 65, and Series 66 licenses. Alexander is currently registered with U.S. Bancorp Investments, Inc., where they have been employed since April 2015. Previously, they worked at Martin Nelson & Co., Inc. from January 2014 to April 2015. Alexander's specializations include investing in stocks, bonds, mutual funds, and other securities, as well as offering financial planning services. Alexander is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
07/07/2023 - Present
U.s. Bancorp Investments, Inc. (Tacoma WA)
WA
04/14/2015 - 10/28/2020
U.S. BANCORP INVESTMENTS, INC. (TACOMA WA)
WA
01/01/2014 - 04/23/2015
MARTIN NELSON & CO., INC. (SEATTLE WA)
BOTH
Issued 07/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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