Unclaimed
Michael Andrew Lynfield is a financial advisor registered with Janney Montgomery Scott LLC. Michael has been working in the financial services industry for over 30 years. Michael has a Series 7 and SIE license as well as a Series 63 registration and is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia. Prior to working at Janney Montgomery Scott LLC, Michael has worked at several firms including Wells Fargo Advisors, LLC, Advest, Inc., Wachovia Securities, LLC, First Union Capital Markets Corp. and Butcher & Singer Inc. Michael is also the trustee for his father and the power of attorney for his mother.
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.
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.
Fee plus commission
1
2
CT
02/14/2019 - Present
Janney Montgomery Scott LLC (FAIRFIELD CT)
CT
11/18/2005 - 06/27/2014
WELLS FARGO ADVISORS, LLC (WESTPORT CT)
CT
08/02/2004 - 12/14/2005
ADVEST, INC. (HARTFORD CT)
MO
10/01/1999 - 08/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
08/24/1984 - 01/01/1991
BUTCHER & SINGER INC.
BC
Issued 10/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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