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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dennis Lynch is a financial advisor with Commonwealth Financial Network. Donald Lynch has been working in the financial services industry since November 1985. Donald Lynch is registered to provide investment advice in 25 states and has Series 7, 63, and 66 securities licenses. He is also licensed to sell fixed insurance products. Donald Lynch is a President and Co-owner of WealthPort, LLC, a private entity created for operating securities business. Donald Lynch has experience working with clients in a variety of industries including insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities.
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.
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.
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VA
08/18/2008 - Present
Commonwealth Financial Network (HERNDON VA)
VA
12/13/1990 - 05/04/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
07/23/1985 - 09/17/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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