Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edith? Claim Your ProfileEdith Christina Lynch is an investment advisor representative with Elevation Advisory Partners LLC, located in Orlando, Florida. Edith has over 20 years of experience in the financial services industry and is dedicated to providing personalized financial advice to individuals, families, and businesses. Edith holds the Series 7, Series 24, and Series 65 licenses and has a strong track record of success in helping clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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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FL
02/03/2024 - Present
Elevation Advisory Partners LLC (ORLANDO FL)
FL
10/06/2022 - 09/28/2023
SILVER OAK SECURITIES, INCORPORATED (Longwood FL)
FL
04/07/2021 - 08/31/2022
CETERA ADVISOR NETWORKS LLC (LONGWOOD FL)
CO
01/26/2016 - 02/05/2021
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
01/26/2016 - 02/05/2021
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
01/26/2016 - 02/05/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
01/26/2016 - 02/05/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
06/16/2015 - 02/05/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
FL
06/07/2011 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
01/26/2016 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
01/26/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
01/26/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
01/26/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
FL
08/23/2004 - 04/12/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
09/11/2002 - 05/24/2004
INVESTACORP, INC. (MIAMI FL)
MO
03/13/2000 - 10/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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