Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Schugel is a financial professional based in Fort Wayne, Indiana, with over 8 years of experience in the financial services industry. James is currently registered with Lincoln Financial Distributors, Inc. and holds Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Previously, he was registered with Lincoln Financial Advisors Corporation, and State Farm VP Management Corp. James is dedicated to helping clients achieve their financial goals.
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.
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IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
01/15/2019 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IL
02/16/2016 - 12/27/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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