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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01123914: Stephen Lynch, Lynch and Professional (DS9)

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Document discussing asset allocation strategies and classification of financial instruments.

👤 Named in This Document
Stephen LynchLynch
🔑 Evidence Keywords
assetclassifiedprofessionalarrangement

📋 Key Excerpts15

PersonKeyword
Excerpt 1
Alternatively, your Advisor may have customized an asset allocation for your specific situation, which may or may not be based on a Merrill Lynch asset
Excerpt 2
Convertible securities and options are classified as Equities. Preferred Stock is classified as Fixed Income.
Excerpt 3
an asset allocation strategy.

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Source: U.S. Department of Justice

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