About My Practice
THE BENEFITS OF PLANNING. Helps me worry less about my finances. Shows me my total financial picture. Tells me what I need to do to get on track. Tells me I'm doing the right things. Tells me that my goals are attainable.
Experience
- 25 years experience in financial planning profession
- 2013 President of Greater Ft. Lauderdale Planning Association
- Past adjunct professor for the College For Financial Planning
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: FL CA NY CO CT GA MD MN NC PA RI SC VA WV, Health/disability insurance, Fixed annuities: FL CA NY CO CT GA MD MN NC PA RI SC VA WV, Variable annuities: FL CA NY CO CT GA MD MN NC PA RI SC VA WV
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CERTIFIED FUND SPECIALIST (CFS)
Broker-Dealer Affiliation
Lincoln Financial Securities Corporation
Broker-Dealer Disclaimer
Michael Lynch is a Branch Manager offering Securities and Investment Advisory Services through Lincoln Financial Securities Corporation. One Granite Place, Concord, NH 03301. (603)226-5000. Member FINRA and SIPC. Lincoln Financial Securities and Money Matters of America,Inc are not affiliated.
Considerations: THE BENEFITS OF PLANNING. Helps me worry less about my finances. Shows me my total financial picture. Tells me what I need to do to get on track. Tells me I'm doing the right things. Tells me that my goals are attainable.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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