Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Andrew Lynch is a financial advisor currently registered with Equity Services, Inc. Thomas has been in the financial services industry since December 2009. Thomas is a Certified Financial Planner and a Chartered Financial Consultant. Thomas is also registered as an Investment Advisor Representative (IAR) with Equity Services, Inc. In the past, Thomas was registered with NYLIFE SECURITIES LLC. Thomas provides financial planning, pension consulting, and portfolio management services to individual and institutional clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
06/22/2021 - Present
Equity Services, Inc. (LATHAM NY)
NY
11/02/2009 - 11/15/2019
NYLIFE SECURITIES LLC (LATHAM NY)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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