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 professional with over 22 years of experience in the financial services industry. Kevin has worked with several firms including Merrill Lynch, MML Investors Services, LLC, MML Distributors, LLC, Nationwide Investment Services Corporation and now with Transamerica Retirement Advisors, LLC. Kevin is registered as a Registered Representative and Investment Advisor Representative in New Jersey and New York. Kevin is a Series 6, 7 and 66 license holder. Kevin specializes in working with individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
06/29/2022 - Present
Transamerica Retirement Advisors, LLC (Point Pleasant NJ)
OH
11/12/2018 - 06/15/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MA
05/01/2014 - 09/05/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
03/05/2009 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
09/27/2006 - 07/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
04/07/2000 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NJ
04/29/1999 - 09/15/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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