Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Elizabeth Lynch is a financial advisor with over 25 years of experience in the financial services industry. Frances is currently registered with SEI Investments Distribution Co. Her previous experience includes positions with Valley Forge Asset Management Corp. and Widmann, Siff & Co., Inc.. Frances holds the Series 7, Series 53, and Series 63 securities licenses.
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.
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.
1
2
PA
12/06/2013 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
12/01/2008 - 08/22/2012
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
PA
12/08/1995 - 05/02/2008
WIDMANN, SIFF & CO., INC. (EXTON PA)
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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