Unclaimed
James Lynch is a financial advisor with over 23 years of experience in the industry. James is currently registered with Blackrock Financial Management, Inc. and is licensed to provide investment advice in New Jersey and New York. Prior to joining Blackrock, James was registered with PNC INVESTMENTS in New Jersey. James has a strong background in securities and investment company products.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/02/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
NJ
06/29/2005 - 02/20/2007
PNC INVESTMENTS (SICKLERVILLE NJ)
NY
03/24/2003 - 03/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/12/1998 - 12/31/2002
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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