Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lynch is a financial advisor with Raymond James & Associates, Inc. based in PALM BEACH GARDENS, FL. Kevin has been in the industry since 2017. Prior to joining Raymond James & Associates, Inc., Kevin was an advisor at MORGAN STANLEY and LEGG MASON INVESTOR SERVICES, LLC. Kevin holds a Series 7, Series 63 and Series 65 license. Kevin is registered in 28 states and the District of Columbia. Kevin is also registered as an Investment Advisor Representative in Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/01/2024 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
10/03/2019 - 05/01/2024
MORGAN STANLEY (Fort Lauderdale FL)
CT
12/01/2016 - 06/11/2019
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
IA
Issued 07/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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