linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Marie Castro

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your Profile

About Elizabeth Marie Castro

Elizabeth Castro is a financial advisor with Lincoln Financial Distributors, Inc. Elizabeth has been in the financial services industry for over 5 years. Elizabeth has a strong understanding of the investment industry, having passed several exams including the Series 6, 7TO, 63, 66, and 24. Elizabeth is registered with the state of Pennsylvania and is currently located in Radnor, Pennsylvania. Previously, Elizabeth was employed by Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation in Fort Wayne, Indiana. Elizabeth's professional experience includes assisting clients with a variety of financial needs, including retirement planning, investment management, and insurance.

Firm Information

Elizabeth Castro 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elizabeth Castro’s Registration & Firm History

PA

06/18/2018 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IN

11/08/2021 - 05/08/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/08/2021 - 05/08/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

Not sure if Elizabeth Marie Castro is right for you?

Licenses & Designations

BOTH

Issued 12/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Marie Castro.
Not sure if Elizabeth Marie Castro is right for you?