| Advisor Profile |
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Business Description |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Securities Coporation
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| States Licensed in: |
PA, NJ
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
30
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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| Bachelor of Science degree - Temple University |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Consultant (RFC)
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| Securities Licenses: |
Series 7, Series 24
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| Insurance and Annuity Licenses: |
Disability, Life, Annuity
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| Financial Organization Memberships: |
IARFC
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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| Compensation Methods: |
Commissions, Based on Assets
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| Prepared By: |
Michael Cice, RFC |
Frequently Asked Questions |
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