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Inactive

Heather Melissa Lynch

Beacon Financial Planning, Inc

Hyannis, MA

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Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-09-13
  • MA RA
    APPROVED
    Since 2022-09-13

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Private Wealth Llc Boston MA 09/2015 07/2017
Ubs Financial Services Boston MA 12/2017 02/2022
Beacon Financial Planning, Inc Hyannis MA 08/2022 Present
Unemployed Boston MA 07/2017 12/2017
Unemployed Boston MA 02/2022 08/2022
  • 09/2015 → 07/2017
    Boston Private Wealth Llc
    Boston, MA
  • 12/2017 → 02/2022
    Ubs Financial Services
    Boston, MA
  • 08/2022 → Present
    Beacon Financial Planning, Inc
    Hyannis, MA
  • 07/2017 → 12/2017
    Unemployed
    Boston, MA
  • 02/2022 → 08/2022
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-28
  • S66 Uniform Combined State Law Examination
    2016-10-28

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA
MORGAN STANLEY · HYANNIS, MA
COMMONWEALTH FINANCIAL NETWORK · Hyannis, MA
OSAIC WEALTH, INC. · HYANNIS, MA
OSAIC INSTITUTIONS, INC. · HYANNIS, MA
J.P. MORGAN SECURITIES LLC · Hyannis, MA

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