Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lynch is a financial professional with extensive experience in the industry, having begun their career in 2018. Daniel has worked at several well-known firms including J.P. Morgan Securities LLC, Thrivent Investment Management Inc., Equitable Advisors, LLC, and Fidelity Brokerage Services LLC. Daniel is currently registered with PFS Investments Inc. and is licensed to sell securities in New Jersey. Daniel is dedicated to providing clients with sound financial advice and guidance, and is committed to helping them 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.
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.
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2
NJ
03/18/2024 - Present
PFS Investments Inc. (PARAMUS NJ)
NY
09/14/2021 - 04/08/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
04/30/2020 - 08/12/2021
EQUITABLE ADVISORS, LLC (SECAUCUS NJ)
NY
09/05/2019 - 11/15/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
11/29/2018 - 02/01/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MONTVALE NJ)
BC
Issued 05/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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