Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lynch is a financial advisor at Fidelity Personal and Workplace Advisors. Charles has been in the financial services industry since 2000 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Charles is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities professional. Charles specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Charles has a strong track record of helping clients achieve their financial goals.
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.
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.
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.
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2
SC
06/22/2021 - Present
Fidelity Personal AND Workplace Advisors (FORT MILL SC)
NC
05/26/2017 - 04/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/06/2017 - 05/15/2017
PNC INVESTMENTS (CHARLOTTE NC)
NC
10/21/2013 - 03/24/2017
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
03/05/2013 - 08/29/2013
ALLSTATE FINANCIAL SERVICES, LLC (SHELBY NC)
NC
01/09/2013 - 01/30/2013
ROLLOVER SECURITIES (CHARLOTTE NC)
NC
04/05/2012 - 09/07/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
OH
10/14/2011 - 12/20/2011
PNC INVESTMENTS (COLUMBUS OH)
NC
10/01/2000 - 09/22/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
04/10/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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