Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Lynch is a financial advisor with over 5 years of experience in the industry. Sean is registered with Natixis Advisors, LLC and is currently located in Boston, MA. Previously, Sean was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT. Sean holds the Series 66, Series 7TO and SIE licenses, and is currently registered in 16 states including Massachusetts, Connecticut, Delaware, District of Columbia, Maine, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont and Virginia. Sean specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies and pension and profit sharing plans.
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.
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.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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MA
04/25/2023 - Present
Natixis Advisors, LLC (BOSTON MA)
CT
04/08/2019 - 12/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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