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 registered representative with Oppenheimer & Co. Inc. in East Lansing, Michigan. Kevin has been in the securities industry for over 20 years and has experience with Cantor Fitzgerald & Co., Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association. Kevin is registered in 52 states and the District of Columbia, and holds both Series 63 and Series 65 licenses. Kevin also holds Series 7 and SIE licenses. Kevin specializes in retirement and financial planning, and provides portfolio management services for individuals and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
01/06/2017 - Present
Oppenheimer & Co. Inc. (EAST LANSING MI)
MI
02/18/2015 - 02/03/2017
CANTOR FITZGERALD & CO. (East Lansing MI)
MI
06/01/2009 - 03/03/2015
MORGAN STANLEY (EAST LANSING MI)
MI
11/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (E. LANSING MI)
MI
07/01/2003 - 11/08/2007
WACHOVIA SECURITIES, LLC (EAST LANSING MI)
NY
12/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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