Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charity? Claim Your ProfileCharity Rose Neer is a financial advisor with over 12 years of experience in the industry. Charity is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania and has been with them since May 2024. Previously, Charity was registered with Lincoln Financial Advisors Corporation in Virginia and Lincoln Financial Distributors, Inc. in Pennsylvania. Charity holds the Series 6, Series 63, and SIE licenses.
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)
VA
01/13/2014 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKINGHAM VA)
PA
07/29/2011 - 01/08/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 08/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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