Unclaimed
Florence Hallenbeck Willis is a registered representative with Lincoln Financial Distributors, Inc. based in Radnor, Pennsylvania. Florence has been in the financial services industry since October 31, 2002 and is currently registered with both FINRA and the state of Pennsylvania. Florence holds a Series 6, Series 63, Series 26 and SIE license. Florence was previously registered with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Fort Wayne, Indiana.
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.
1
2
PA
09/24/2004 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IN
09/17/2003 - 08/24/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/17/2003 - 08/24/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/01/2002 - 09/22/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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