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 35 years of experience in the financial services industry. Michael is registered with RBC Capital Markets, LLC and has been with the firm since March 2008. Michael's previous experience includes roles at Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, FSC Securities Corporation, American Express Financial Advisors Inc. and Windsor Equity Corporation. Michael is a Series 7, Series 63 and Series 66 licensed professional. Michael focuses on providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WI
06/18/2003 - Present
RBC Capital Markets, LLC (Delafield WI)
WI
11/07/1988 - 06/25/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/2002 - 06/24/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
01/11/1988 - 11/28/1988
FSC SECURITIES CORPORATION
NA
01/30/1987 - 01/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/30/1987 - 02/06/1987
WINDSOR EQUITY CORPORATION
BOTH
Issued 12/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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