Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Dean Lynch is a financial advisor in Boston, MA. Clinton has been working in the financial services industry since 2006. Clinton is a Registered Investment Advisor (RIA) with CW Advisors, LLC and is a Certified Financial Planner (CFP®). Clinton has extensive experience in providing financial advice to individuals and businesses, and is dedicated to helping clients reach their financial goals. Clinton specializes in financial planning, portfolio management, and retirement planning. Clinton has worked for a number of financial institutions including Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Bear, Stearns & Co. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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
MA
10/21/2020 - Present
CW Advisors, LLC (BOSTON MA)
MA
04/12/2013 - 02/04/2019
CHARLES SCHWAB & CO., INC. (BURLINGTON MA)
MA
01/30/2012 - 04/05/2013
TD AMERITRADE, INC. (BURLINGTON MA)
MA
03/24/2011 - 02/17/2012
ABAX BROKERAGE SERVICES LLC (BOSTON MA)
MA
10/10/2007 - 11/08/2010
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
06/13/2006 - 09/26/2007
BEAR, STEARNS & CO. INC. (BOSTON MA)
MA
05/09/2006 - 06/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (QUINCY MA)
BOTH
Issued 04/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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