Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lynch is a financial advisor with over 20 years of experience in the financial services industry. Steven Lynch is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2017. Steven Lynch also holds Series 63, 65, 7, and 31 securities licenses. Steven Lynch is also a licensed insurance agent and has been with Northwestern Mutual Insurance Company since 2018. Prior to joining Northwestern Mutual Investment Services, LLC, Steven Lynch worked with Investment Centers of America, Inc., Cetera Financial Specialists LLC, Beyer & Company, UBS PaineWebber Inc., and Dean Witter Reynolds Inc. Steven Lynch is a licensed insurance agent and has been with Northwestern Mutual Insurance Company since 2018. Steven Lynch is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
02/22/2017 - Present
Northwestern Mutual Investment Services, LLC (Bettendorf IA)
ND
11/11/2013 - 01/09/2017
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
IL
03/09/2009 - 11/12/2013
CETERA FINANCIAL SPECIALISTS LLC (EAST MOLINE IL)
IL
06/13/2003 - 01/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOLINE IL)
IA
11/06/2002 - 03/11/2003
BEYER & COMPANY (DAVENPORT IA)
NJ
09/01/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/12/1998 - 09/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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