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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lynch is an active investment advisor representative with Fifth Third Securities, Inc. Erik is located in HOLLAND, MI and has been in the industry since 2004. Erik has been registered with Fifth Third Securities, Inc. since 2024. Erik has also been employed at WELLS FARGO CLEARING SERVICES, LLC, OPPENHEIMER & CO. INC., CHARLES SCHWAB & CO., INC., and MML INVESTORS SERVICES, INC. Previously, Erik worked at USA ADVANCED PLANNERS INC., IDS LIFE INSURANCE COMPANY, and NEW ENGLAND SECURITIES. Erik holds licenses for Series 7, 9, 10, 24, 66, and SIE. Erik specializes in investment advisory services for high net worth individuals, charitable organizations, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
06/03/2024 - Present
Fifth Third Securities, Inc. (HOLLAND MI)
MI
08/18/2022 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
MI
07/29/2016 - 08/12/2022
OPPENHEIMER & CO. INC. (KALAMAZOO MI)
MI
07/09/2009 - 07/26/2016
CHARLES SCHWAB & CO., INC. (GRAND RAPIDS MI)
MI
11/21/2007 - 09/05/2008
USA ADVANCED PLANNERS INC. (GRAND RAPIDS MI)
MI
10/11/2005 - 06/20/2007
MML INVESTORS SERVICES, INC. (HOLLAND MI)
MN
05/23/2005 - 08/22/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/23/2005 - 08/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/05/2001 - 02/26/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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