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 13 years of experience. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and is also associated with First National Bank. Robert has held previous positions with KEY INVESTMENT SERVICES LLC, UBS FINANCIAL SERVICES INC. and First National Capital Markets. Robert is licensed to provide financial advice in Colorado and Pennsylvania. Robert specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
06/17/2015 - Present
Raymond James Financial Services Advisors, Inc. (BOULDER CO)
CO
07/03/2012 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (BOULDER CO)
CO
01/05/2010 - 06/25/2012
KEY INVESTMENT SERVICES LLC (BOULDER CO)
CO
09/12/2007 - 12/22/2009
UBS FINANCIAL SERVICES INC. (BOULDER CO)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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