Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynch is a financial professional with over 20 years of experience in the securities industry. He is currently registered with Fidelity Brokerage Services LLC, a national brokerage firm, and has previously worked at several other firms, including Charles Schwab & Co., Inc. and National Financial Services LLC. Jeffrey holds licenses Series 6, 7, 99TO and SIE. He is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Jeffrey's focus is on providing comprehensive financial advice to clients. He is committed to helping clients achieve their financial goals.
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.
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2
RI
04/24/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
08/02/2022 - 03/10/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
03/24/2010 - 07/09/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
11/03/2008 - 09/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
RI
07/31/2007 - 09/15/2008
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
01/22/2001 - 06/28/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
08/13/1992 - 11/18/1992
FIRST INVESTORS CORPORATION
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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