Unclaimed
Patrick Joseph Lynch is a financial advisor who has been in the industry since 2004. Patrick is currently registered with Raymond James Financial Services, Inc. and is licensed in Pennsylvania. Patrick's previous experience includes roles at UBS Financial Services Inc., GFI Securities LLC, Inter-Dealer Brokers LLC, and Glen Rauch Securities, Inc.
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.
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.
1
2
PA
03/14/2011 - Present
Raymond James Financial Services, Inc. (KING OF PRUSSIA PA)
NJ
04/20/2010 - 11/15/2010
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
PA
03/10/2009 - 04/23/2009
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NJ
01/18/2005 - 12/31/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/01/2003 - 02/13/2004
GFI SECURITIES LLC (NEW YORK NY)
NY
06/13/2002 - 12/17/2003
INTER-DEALER BROKERS LLC (NEW YORK NY)
NY
01/01/2002 - 02/24/2002
GLEN RAUCH SECURITIES, INC. (NEW YORK NY)
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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