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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 Morgan Stanley, a leading global financial services firm. Edward is registered with the state of Florida and Texas and holds a Series 7, Series 66, and Series 99 securities license. Edward has been in the securities industry since 2018 and has experience in investment advisory, financial planning, and portfolio management for individuals, businesses, and investment companies. Edward is also a partner at Barron Enterprises LLC, a real estate investment firm in Boston, Massachusetts. Edward's commitment to providing excellent customer service and personalized financial advice is evident in the high volume of clients he has served and the long-term relationships he has built with them.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/08/2021 - Present
Morgan Stanley (Naples FL)
SC
01/22/2018 - 10/20/2021
LPL FINANCIAL LLC (FORT MILL SC)
BOTH
Issued 03/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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