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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 Fidelity Personal And Workplace Advisors, a firm with over 14,000 investment advisor representatives. Timothy has been a registered representative since 1994. He is registered in 10 states and provides financial planning, portfolio management, and educational seminars. Timothy has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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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RI
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
MA
05/10/2019 - 03/20/2023
BOFA SECURITIES, INC. (BOSTON MA)
MA
05/10/1994 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 04/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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