Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleen? Claim Your ProfileColeen Diane Lynch is a financial advisor with over 20 years of experience in the industry. Coleen has been registered with FINRA since January 22, 2008 and is currently affiliated with First Trust Portfolios LP. Coleen is a licensed Series 6, 7, 24 and 63 representative and also holds the SIE exam. Prior to joining First Trust Portfolios LP, Coleen held positions at Van Kampen Funds Inc., Liberty Financial Investments, Inc. and Liberty Securities Corporation.
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.
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2
IL
01/22/2008 - Present
First Trust Portfolios LP (WHEATON IL)
IL
05/27/1998 - 01/24/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MA
01/01/1998 - 05/17/1998
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
NY
12/15/1997 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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