Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Lynch is a financial advisor with over 20 years of experience in the industry. Michael is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Currently, Michael has branch office locations in Stockton and San Francisco, California. Michael is a Series 7, 31, and 66 licensed advisor. Michael is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Michael is registered with the following SROs: FINRA. Michael is also active in the Investment Advisor space in California and Texas. Michael is a wealth manager who specializes in working with a variety of clients including high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals, other than high-net-worth.
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
CA
02/14/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STOCKTON CA)
BOTH
Issued 03/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2001
Series 7 - General Securities 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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