Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Lynch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Seattle, Washington. Matthew has been in the securities industry since July 1999 and has been registered with Merrill Lynch since October 2009. Matthew holds the Series 6, 7, 24, 63 and 66 licenses. Matthew has been registered in Washington and Texas and has prior registration experience in several other states. Matthew provides portfolio management, financial planning and investment advisory services to individuals, businesses, corporations, charities, pension plans, and other institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
WA
05/07/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
MA
07/12/1999 - 07/30/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/03/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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