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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmond? Claim Your ProfileEdmond Lynch is a financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner™ professional and has a wide range of experience in financial planning, portfolio management, and pension consulting. Edmond is currently registered with Edward Jones and has previously been registered with Merrill Lynch. He has held a variety of licenses and certifications, including Series 7, 24, 63, 65 and 66. Edmond serves individual clients as well as businesses, pension and profit-sharing plans, and charitable organizations. He specializes in a wide range of financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
01/09/2019 - Present
Edward Jones (Rochester MI)
NY
08/06/1992 - 02/27/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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