Unclaimed
Jared M. Nepa is a financial professional with over 16 years of experience in the industry. He is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. His professional designations include Series 6, Series 26, and Series 63 licenses. Jared Nepa's primary focus is on providing investment advice and financial planning services to individuals and families. He is committed to helping his clients achieve their financial goals through a personalized approach and a deep understanding of their needs.
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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2
PA
07/11/2006 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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