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 20 years of experience in the industry. Joseph is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2022. Before joining TIAA-CREF, Joseph worked for several other firms including TD Ameritrade, Inc., Vanguard Marketing Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph has a broad range of experience in the financial services industry and is committed to providing personalized financial advice to help individuals and families 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Compensation from affiliates
1
2
NC
11/09/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/13/2020 - 01/11/2021
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
09/09/2014 - 11/22/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
SC
08/03/2012 - 08/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
NC
09/13/2006 - 07/06/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
02/25/2005 - 08/28/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
01/29/2003 - 07/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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