Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lynch is a financial advisor with over 30 years of experience in the industry. Michael is a Certified Financial Planner and holds the Series 7, 24, and 63 licenses. Michael is affiliated with Osaic Wealth, Inc. in Weston, FL. Michael provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2025 - Present
Osaic Wealth, Inc. (WESTON FL)
MN
03/21/1993 - 07/02/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
05/15/1985 - 09/11/1987
DEAN WITTER REYNOLDS INC.
NA
11/27/1984 - 05/28/1985
NATIONAL DISCOUNT SECURITIES CORP.
NA
10/20/1983 - 12/04/1984
BLINDER, ROBINSON & CO.,INC.
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lynch is the right advisor for you? Invested Better is here to help.
