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Hannah Jennifer Perez

Lincoln Financial Distributors, Inc.

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About Hannah Jennifer Perez

Hannah Jennifer Perez is a financial professional with Lincoln Financial Distributors, Inc. Hannah has been working in the financial services industry since May 31, 2022. Prior to joining Lincoln Financial Distributors, Inc., Hannah was employed at LINCOLN FINANCIAL ADVISORS CORPORATION. Hannah holds the Series 6TO and SIE licenses.

Firm Information

Hannah Perez 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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Hannah Perez’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

06/01/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 06/01/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hannah Jennifer Perez.
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