Unclaimed
Timothy Lynch is a financial professional with over a decade of experience in the securities industry. Timothy is registered with J.p. Morgan Securities LLC and holds the Series 63, Series 79, and SIE licenses. Timothy has extensive experience providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Timothy is committed to helping clients achieve their financial goals and providing them with the personalized attention and guidance they need.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/20/2011 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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