Unclaimed
Conor Lynch is a registered representative with Raymond James & Associates, Inc. based in New York, NY. Conor has been in the securities industry since 2012 and has a wide range of experience in the financial services industry. Conor has a diverse background in financial services, with experience in securities, futures, and investment advisory services. Conor is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (New York NY)
NY
03/20/2012 - 12/31/2012
GLICKENHAUS & CO. (NEW YORK NY)
BOTH
Issued 07/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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