Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Felicia Jackson is a financial advisor with over 30 years of experience in the financial services industry. April is currently registered with Lincoln Investment and has been with the firm since 2003. April previously worked for Walnut Street Securities, Inc. in California, Metropolitan Life Insurance Company in New York, and MetLife Securities Inc. in Massachusetts. April is a Registered Representative and Investment Adviser Representative licensed in Georgia, Kentucky, Alabama, and other states. April has a diverse background in the financial services industry. In addition to her current role at Lincoln Investment, April is also a Co-Owner and CFO of Banks, Jackson & Middleton, Inc., a local insurance agency. She also serves as the Immediate Past National President of the National Women of Achievement, Incorporated, a non-profit organization. April is dedicated to providing her clients with comprehensive financial planning and investment management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/02/2003 - Present
Lincoln Investment (ATLANTA GA)
CA
01/06/1994 - 05/16/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/02/1990 - 01/15/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 01/15/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
12/19/1989 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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