Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lynch is a financial advisor with LPL Financial LLC, with over 40 years of experience in the industry. Edward has held various positions at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E. F. Hutton & Company Inc., Prudential Securities Incorporated, Advest, Inc., First Union Capital Markets Corp., and Wachovia Securities, LLC. Edward holds licenses and certifications for Securities Industry Essentials Examination, General Securities Representative Examination, Uniform Securities Agent State Law Examination and Uniform Investment Adviser Law Examination. Edward is currently registered with the state of Texas as a Registered Investment Advisor and with the state of Massachusetts as a Registered Representative. Edward is a highly experienced financial advisor with a proven track record of success.
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.
Consulting and other non-discretionary advisory services
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
MA
11/05/2007 - Present
LPL Financial LLC (NEWBURY MA)
MA
10/01/1999 - 09/26/2007
WACHOVIA SECURITIES, LLC (NEWBURYPORT MA)
NC
03/24/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
CT
02/16/1995 - 03/25/1999
ADVEST, INC. (HARTFORD CT)
NY
01/11/1988 - 02/10/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/25/1983 - 05/06/1988
E. F. HUTTON & COMPANY INC
NY
07/22/1982 - 04/18/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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