Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carli? Claim Your ProfileCarli Jolene Allen is a financial advisor with Lincoln Financial Distributors, Inc., located in Fort Wayne, IN. Carli has been in the financial services industry since 2011. Carli holds the Series 6 and Series 26 licenses, as well as the SIE exam. Carli has been registered with FINRA since 2011 and is currently registered with Lincoln Financial Distributors, Inc. Carli has previously been employed with 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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
09/24/2020 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/29/2013 - 09/28/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
02/28/2011 - 01/30/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 10/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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