Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dennis Lynch is a financial advisor with over 35 years of experience in the financial industry. Edward is a registered representative with Wells Fargo Clearing Services, LLC, and has been with the firm since 2009. Edward is also a registered investment advisor and has been registered with the state of New Hampshire since 2010. Edward holds the Series 7, Series 9, Series 10, Series 24 and Series 63 licenses. Edward provides investment consulting services to institutional clients and offers financial planning services to individuals. Edward is committed to providing his clients with the highest level of service and expertise.
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.
Investment consulting services to institutional clients
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
NH
04/29/2019 - Present
Wells Fargo Clearing Services, LLC (MANCHESTER NH)
TX
03/27/1998 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
CA
02/14/1997 - 03/27/1998
ROUND HILL SECURITIES, INC. (ALAMO CA)
AZ
03/02/1992 - 02/20/1997
NORCROSS & COMPANY (PHOENIX AZ)
NA
01/02/1989 - 02/28/1992
CENPAC SECURITIES CORP.
NA
05/24/1988 - 12/22/1988
HIBBARD BROWN & CO., INC.
NA
02/05/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
02/19/1986 - 02/10/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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