Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lynch is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley as a Registered Representative. Robert has held previous positions at UBS Financial Services Inc., Citigroup Global Markets Inc., and Prudential-Bache Securities Inc. Robert holds a Series 7, Series 31, Series 63 and Series 65 license. Robert has experience providing a wide range of financial services, including portfolio management, financial planning, and investment advisory services to individual and institutional clients. Robert's experience makes him a valuable resource for individuals and families seeking comprehensive financial guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/03/2014 - Present
Morgan Stanley (Marco Island FL)
NY
04/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
NJ
01/28/1995 - 05/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/20/1988 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
08/20/1985 - 08/29/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 02/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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