Unclaimed
Paul Lynch is a registered Investment Advisor Representative in the state of Connecticut. He is affiliated with Greenwich Wealth Management, LLC. Paul has been in the industry since 2008 and has a designation as a Chartered Financial Analyst. Paul Lynch's specialties include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Selection of Other Advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive
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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CT
05/20/2019 - Present
Greenwich Wealth Management, LLC (GREENWICH CT)
Active
Inactive
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