Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lynch is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Patrick has been in the securities industry since February 13, 2014, and is licensed to provide investment advice in several states. Patrick has experience working with individuals and institutions, including high-net-worth individuals, corporations, and charitable organizations. Patrick is a registered representative of TIAA-CREF Individual & Institutional Services, LLC and offers investment advice. Prior to joining TIAA, Patrick Lynch worked for Vanguard Marketing Corporation and The Vanguard Group, Inc., both based in Plano, TX.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/06/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/08/2017 - 07/18/2024
VANGUARD MARKETING CORPORATION (Plano TX)
NC
02/05/2007 - 11/16/2010
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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