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Delany Jo Willis

Lincoln Financial Distributors, Inc.

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About Delany Jo Willis

Delany Willis has been in the financial services industry since September 21, 2008. Delany is currently registered with Lincoln Financial Distributors, Inc., a firm headquartered in Fort Wayne, Indiana. Delany is a Series 6 and SIE licensed representative and is able to offer securities and investment products. Delany has previous experience with Lincoln Financial Advisors Corporation, and Lincoln Financial Distributors, Inc..

Firm Information

Delany Willis 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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Delany Willis’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

12/01/2014 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/22/2008 - 12/01/2014

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Delany Jo Willis.
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