Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Lynch is a financial advisor with Oppenheimer & Co. Inc. Michael has been working in the financial industry since February 15, 1989. Michael has previously worked at CIBC WORLD MARKETS CORP., DEUTSCHE BANC ALEX. BROWN INC., BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED and SMITH BARNEY SHEARSON INC. Michael holds the Series 7, Series 10, Series 24, Series 63 and Series 79TO licenses. Michael is registered in Maryland and New York. Michael specializes in providing financial advice to individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
MD
01/14/2008 - Present
Oppenheimer & Co. Inc. (BALTIMORE MD)
MD
07/12/2002 - 01/14/2008
CIBC WORLD MARKETS CORP. (BALTIMORE MD)
NY
06/14/1999 - 02/07/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
05/23/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
08/23/1988 - 04/29/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BC
Issued 06/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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