Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lynch is a financial advisor with over 10 years of experience in the financial services industry. Timothy has a Series 63 license, a Series 7 license, a Series 10 license, a Series 9 license, a Series 4 license, and a Series 24 license, as well as the Series SIE exam. Timothy is a Certified Financial Planner and is registered as an investment advisor representative with Fidelity Personal And Workplace Advisors. Timothy has worked for a number of other financial services firms, including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc., and has worked in several locations, including Newark, DE, Wilmington, DE, and Philadelphia, PA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
DE
07/29/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
PA
03/13/2018 - 06/29/2022
CHARLES SCHWAB & CO., INC. (Philadelphia PA)
DE
09/18/2012 - 02/28/2018
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BC
Issued 10/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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