Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lynch is a financial advisor with over 29 years of experience in the industry. Joseph is currently registered with W&S Brokerage Services, Inc. and has been with the firm since 2019. Prior to joining W&S Brokerage Services, Inc. Joseph worked at USAA Investment Management Company in San Antonio, Texas and at EQUICO SECURITIES, INC. in New York, New York. Joseph is also a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
12/20/2019 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
TX
04/09/1994 - 06/10/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
09/09/1991 - 07/31/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/09/1991 - 07/31/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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