Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lynch is a financial professional with over 30 years of experience in the financial services industry. Brian holds the Series 7, Series 63, SIE and Series 79TO licenses and is registered with the state of New York. Brian is currently employed at Castleoak Securities, LP. Previously, Brian was registered with Morgan Stanley & Co. LLC and Morgan Stanley Market Products Inc.
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.
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.
1
2
NY
03/17/2016 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
07/16/1991 - 04/05/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
04/06/1994 - 10/30/2008
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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