Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Lynch is an investment advisor representative with Commonwealth Financial Network. James has been in the financial services industry since 1994. James has been associated with Commonwealth Financial Network since 2009. James holds the following licenses: Series 6, 7, 22, 26, 63, 65, and SIE. James is registered to provide investment advisory services in New Jersey and Pennsylvania. James has worked for Investment Advisors & Consultants, Inc. and Royal Alliance Associates, Inc. James has experience in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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
PA
07/20/2010 - Present
Commonwealth Financial Network (NEWTOWN PA)
PA
12/01/2006 - 11/10/2009
ROYAL ALLIANCE ASSOCIATES, INC. (NEWTOWN PA)
PA
04/28/1994 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (NEWTOWN PA)
IA
Issued 05/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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