Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lynch is a financial advisor with over 30 years of experience in the financial services industry. James has a broad range of experience in providing investment advice to both individuals and businesses. James is currently registered with PKS Advisory Services, LLC. James is also a registered investment advisor (RIA) in Michigan. Prior to joining PKS Advisory Services, LLC, James was employed by Michigan Securities, Inc. and Sicor Securities Inc. James has a Series 6, Series 22, Series 63, and Series 65 licenses and a SIE license. He is also licensed to sell insurance. James is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/17/2020 - Present
PKS Advisory Services, LLC (ALBANY NY)
NY
07/26/2012 - 07/15/2020
MICHIGAN SECURITIES, INC. (ALBANY NY)
NY
05/08/2012 - 06/13/2012
MICHIGAN SECURITIES, INC. (ALBANY NY)
MI
09/05/2001 - 05/03/2012
SICOR SECURITIES INC (CLINTON TWP MI)
NJ
05/23/1984 - 08/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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