Unclaimed
Michael John Lynch is a financial advisor with over 30 years of experience in the financial services industry. Michael has a Series 7, 6, 63, and 65 licenses and holds the Certified Financial Planner and Chartered Financial Consultant designations. Michael is currently registered with MML Investors Services, LLC, which has an office in Exton, PA. Michael also works as an agent for life and health insurance, with a focus on life, health, and group health. Prior to joining MML Investors Services, LLC, Michael was an agent with MassMutual. Michael has worked in the insurance and financial services industry for over 30 years and has a history of working with individuals, families, and businesses in the areas of financial planning, asset allocation, and retirement planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
06/11/2010 - Present
MML Investors Services, LLC (EXTON PA)
MA
10/26/1993 - 07/11/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/26/1993 - 07/11/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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