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 registered in Kansas. He is currently employed by Hightower Advisors, LLC. Timothy has been a financial advisor for over 8 years. Timothy has experience working with high net worth individuals, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. He has a Series 66, Series 7, and SIE license. Timothy previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
10/31/2022 - Present
Hightower Advisors, LLC (Wichita KS)
IL
02/02/2016 - 01/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE FOREST IL)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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