Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Shields Lynch is an experienced financial professional with a proven track record in the industry. Christopher Lynch holds several licenses and certifications, including Series 6, Series 26, Series 50, Series 51, Series 54, and SIE. Christopher Lynch has been working in the financial industry since 1990. Christopher Lynch currently works for TIAA-CREF Individual & Institutional Services, LLC, a well-established firm with a strong reputation in the industry. Christopher Lynch specializes in offering financial planning, portfolio management services, and the selection of other advisors.
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.
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.
Compensation from affiliates
1
2
NC
01/01/2004 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
06/02/2004 - 11/21/2005
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NY
08/20/1999 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
03/09/1990 - 08/28/1999
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
11/29/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 04/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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