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