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Charles Andrew Zettel

Lincoln Financial Distributors, Inc.

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About Charles Andrew Zettel

Charles Andrew Zettel is a registered representative with Lincoln Financial Distributors, Inc., located in Fort Wayne, Indiana. Charles has been in the industry since December 12, 2011. Charles is registered in Pennsylvania. Charles holds the Series 7 and SIE licenses as well as the Series 66. Previously Charles Zettel was a registered representative with Haverford Trust Securities, Inc. and Lincoln Financial Advisors Corporation.

Firm Information

Charles Zettel is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Charles Zettel’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

PA

04/05/2013 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)

PA

12/13/2011 - 04/08/2013

HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 05/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Andrew Zettel.
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