Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Triplett has been in the financial services industry since August 1996. Belinda is a registered representative and investment advisor representative with Lincoln Investment and is licensed in Pennsylvania. Belinda has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Belinda specializes in providing financial planning, portfolio management, and selection of other advisors. Belinda holds Series 6, 26, and 63 licenses. Belinda was previously registered with Prudential Annuities Distributors, Inc.
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
PA
03/16/2009 - Present
Lincoln Investment (Fort Washington PA)
PA
10/18/2005 - 03/14/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
08/09/1995 - 09/29/2005
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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