Unclaimed
Aaron Wolberd is a financial advisor who is currently registered with Lincoln Financial Distributors, Inc. He is also registered with FINRA and has passed the Series 6TO and SIE exams. Aaron has been in the industry for over 3 years. He previously worked for Lincoln Financial Advisors Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
10/15/2021 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 10/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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