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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Lynch is a financial advisor who has been in the industry for over 20 years. Beth currently works at Kovitz Investment Group Partners, LLC, a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. Beth is a Certified Financial Planner® professional and has a wide range of experience in the financial services industry. Beth has held previous roles at NYLIFE Securities Inc., PNC Capital Markets, Inc., Sky Investments, Inc., and The Advisors Group, Inc. Beth has held Series 7 and Series 63 licenses. Beth has also passed the Uniform Investment Adviser Law Examination (Series 65).
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.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
NY
02/04/2005 - 07/12/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
08/22/2001 - 01/14/2005
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
OH
06/30/2000 - 02/12/2001
SKY INVESTMENTS, INC. (BRYAN OH)
MD
03/25/1996 - 07/12/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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