Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cornelius Lynch is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2011. Prior to that, Richard worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc., and was also registered with One Orchard Equities, Inc. Richard holds licenses to provide investment advice in the United States. He is also registered with FINRA and has passed several exams including the Series 63, Series 7, Series 6, and SIE. Richard specializes in financial planning, portfolio management for individuals, 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.
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
MI
02/14/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
KY
01/01/2008 - 01/20/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
12/01/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
OH
09/26/2000 - 11/02/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)
CO
02/09/1999 - 04/04/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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