Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard John Lynch, III is a financial advisor at Arcadia Wealth Management, LLC, and is licensed in Massachusetts and New Hampshire. Bernard John Lynch, III has been working in the financial services industry since 2014. Bernard John Lynch, III has experience working with individuals, corporations, and retirement plans. Bernard John Lynch, III holds the Series 7, Series 63, Series 66, and SIE licenses and is a Certified Financial Planner. Bernard John Lynch, III is a financial professional who provides financial planning and portfolio management services to a variety of clients.
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.
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.
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MA
07/09/2024 - Present
Arcadia Wealth Management, LLC (Andover MA)
NH
01/18/2024 - 06/11/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NY
11/02/2016 - 11/08/2017
PEOPLE'S SECURITIES, INC. (New York NY)
NY
12/23/2015 - 11/29/2016
GFA SECURITIES, LLC (NEW YORK NY)
MA
12/04/2014 - 11/24/2015
SANDERS MORRIS HARRIS LLC (NEEDHAM MA)
BC
Issued 01/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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