Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Michael Lynch is a registered investment advisor representative with T. Rowe Price Associates, Inc. Sean has been in the securities industry since April 14, 2006. Sean has a strong track record of working with a variety of clients, including high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Sean also provides portfolio management services for businesses and pooled investment vehicles. Sean holds a Series 7, Series 66, and SIE licenses. Sean is registered in 53 states and 2 districts as an investment advisor representative. Sean previously worked at Montage Securities, LLC, Burch & Company, Inc, ALPS Distributors, Inc., Waterford Investor Services, Inc. and A. G. Edwards & Sons, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/09/2018 - Present
T. Rowe Price Associates, Inc. (The Woodlands TX)
KS
01/18/2012 - 10/25/2013
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
MO
02/22/2011 - 05/31/2011
BURCH & COMPANY, INC (KANSAS CITY MO)
CO
02/26/2010 - 12/31/2010
ALPS DISTRIBUTORS, INC. (DENVER CO)
VA
09/25/2009 - 02/04/2010
WATERFORD INVESTOR SERVICES, INC. (RICHMOND VA)
IL
09/12/2005 - 04/07/2009
CLAYMORE SECURITIES, INC. (CHICAGO IL)
MO
03/11/2004 - 08/25/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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