Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Lynch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ann Marie has been in the industry for over 30 years. She has a Series 7, Series 22, and Series 63 license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2009. Prior to joining Merrill Lynch, Ann Marie worked at BANC of America Investment Services, Inc., Countrywide Investment Services, Inc., IFMG Securities, Inc., and Liberty Securities Corporation. Ann Marie is a seasoned financial advisor with a broad range of experience and expertise in various financial products and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
02/24/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
AZ
03/17/2006 - 11/21/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (CHANDLER AZ)
NY
01/29/1997 - 11/28/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
06/20/1989 - 12/31/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 08/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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