Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Lynch is an experienced investment advisor with over 30 years in the financial services industry. Steven has worked for a variety of firms including UBS Financial Services Inc., Wells Fargo Advisors, and Raymond James Financial Services, Inc., and is currently a registered representative with Steward Partners Investment Advisory, LLC. Steven holds a Series 63, Series 65, and Series 7 licenses. Steven is also licensed to provide investment advisory services in several states, including Maryland, New York, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
MD
12/21/2022 - Present
Steward Partners Investment Advisory, LLC (Bethesda MD)
MD
08/04/2022 - 08/29/2022
RAYMOND JAMES & ASSOCIATES, INC. (TIMONIUM MD)
MD
05/27/2022 - 07/11/2022
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (BETHESDA MD)
MD
12/07/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
11/13/2009 - 11/29/2016
WELLS FARGO ADVISORS (BETHESDA MD)
MD
05/19/2006 - 11/19/2009
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
02/21/2006 - 05/15/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
10/13/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/15/1993 - 09/28/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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