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 registered representative with Stephens, a firm that has been in business for over 70 years. Michael Lynch has been in the industry for over 1 year and has a Series 63, 79TO and SIE licenses. Michael Lynch specializes in providing financial planning, portfolio management, and educational seminars to individual clients and businesses. Michael Anthony Lynch is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/22/2024 - Present
Stephens (NEW YORK NY)
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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