Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lynch is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew Lynch has over 30 years of experience in the financial services industry. Matthew Lynch is a registered representative in Texas and Washington. Matthew Lynch offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
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
WA
01/17/2024 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
FL
07/01/2021 - 02/02/2023
INSPEREX LLC (DELRAY BEACH FL)
WA
07/11/2019 - 07/12/2021
280 SECURITIES LLC (Seattle WA)
WA
08/19/2015 - 03/20/2019
BREAN CAPITAL, LLC (KIRKLAND WA)
WA
08/27/2012 - 08/10/2015
D.A. DAVIDSON & CO. (SEATTLE WA)
WA
02/16/2011 - 09/07/2012
STERNE, AGEE & LEACH, INC. (MERCER ISLAND WA)
WA
09/06/2000 - 02/24/2011
RAYMOND JAMES & ASSOCIATES, INC. (SEATTLE WA)
WA
11/03/1993 - 09/06/2000
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
WA
10/26/1992 - 10/28/1993
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 01/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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