Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Lynch is a financial advisor with over 30 years of experience in the financial services industry. He is registered with Highpoint Planning Partners and has a strong record of success in providing financial planning and investment management services to individuals, families, and businesses. Michael is a Certified Financial Planner™ and holds the Series 7, 24, 27, 28, 63, and 65 securities licenses. He is committed to helping clients achieve their financial goals through a personalized approach. Michael is also a registered investment advisor representative for HighPoint Advisor Group, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/08/2022 - Present
Highpoint Planning Partners (Lake Zurich IL)
IL
09/02/2009 - 05/18/2012
FSC SECURITIES CORPORATION (BARRINGTON IL)
IL
07/21/2003 - 09/02/2009
WATERSTONE FINANCIAL GROUP, INC. (VILLA PARK IL)
IL
09/23/1998 - 07/21/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
IA
05/26/1998 - 09/22/1998
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
IA
05/11/1998 - 09/22/1998
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IL
02/14/1994 - 04/30/1998
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
MA
08/20/1991 - 02/14/1994
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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