Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Lynch is a registered representative with Morgan Stanley. Andre is a financial professional with a strong focus on providing personalized financial advice and solutions to clients. Andre has been a financial professional since November 30, 2016, and has experience in both the brokerage and investment advisory fields. Andre holds Series 6, 7, 63, and 65 licenses. Andre provides a wide range of services to clients, including investment management, financial planning, and retirement planning. Andre also holds a Series 65 license and is registered as an Investment Advisor Representative in DC, TX, and VA. Andre is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
DC
08/15/2018 - Present
Morgan Stanley (Washington DC)
AZ
06/15/2016 - 11/15/2017
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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