Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sorg is a financial professional with over 20 years of experience in the industry. James is currently registered with Lincoln Financial Distributors, Inc. and has previously been registered with Vanguard Marketing Corporation and Lincoln Financial Advisors Corporation. James holds the Series 6, Series 63, and SIE licenses. James is located 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
IN
04/26/2011 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
PA
02/09/2010 - 04/13/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
IN
07/31/1997 - 05/11/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/31/1997 - 05/11/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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