Unclaimed
Jacob Christopher Allard is a financial professional registered with Lincoln Financial Distributors, Inc. Jacob is a recent addition to the financial services industry, having entered the field in June 2022. Jacob holds both Series 6TO and SIE licenses. Jacob is currently located at the Lincoln Financial Distributors, Inc. branch office in Radnor, PA.
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
06/16/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 06/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Allard is the right advisor for you? Invested Better is here to help.