Michael LynchCRD Number: 4565848
Current Firm: Msi Financial Services, Inc.
Michael Lynch (CRD# 4565848) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Shelton, CT and has over 14 years of experience in the finance industry.
Scholtz & Co
Halsey Associates Inc.
Td Private Client Wealth LLC
|Metropolitan Life Insurance Company||Shelton, CT||May 2003 - Current||13|
|Metlife Securities Inc.||Shelton, CT||May 2003 - Current||13|
|Metgroup Inc.||Shelton, CT||May 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV