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 professional with over 20 years of experience in the industry. Michael is registered with MML Investors Services, LLC and has been in this role since March 2017. Previously, Michael was affiliated with MSI Financial Services, Inc. Michael has earned the Series 7, Series 66, and SIE licenses. In addition, Michael has earned the Certified Financial Planner and Chartered Financial Consultant designations. Michael holds licenses in 38 states and the District of Columbia.
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
CT
06/07/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
06/02/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
06/02/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MN
09/25/2002 - 06/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/2002 - 06/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
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.
