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Jean Teddy Rateau

Lincoln Financial Distributors, Inc.

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About Jean Teddy Rateau

Jean Teddy Rateau is a financial advisor with Lincoln Financial Distributors, Inc. Jean has over 10 years of experience in the financial services industry and holds a Series 6, Series 63, Series 65 and SIE license. Jean previously worked with Lincoln Financial Advisors Corporation, Columbia Management Investment Distributors, Inc., Cammack Larhette Brokerage, Inc. and NYLIFE Securities LLC.

Firm Information

Jean Rateau 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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Jean Rateau’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

05/11/2021 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MA

07/16/2013 - 04/06/2015

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

NY

09/15/2009 - 01/31/2011

CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)

MA

08/22/2006 - 12/04/2008

NYLIFE SECURITIES LLC (WALTHAM MA)

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Licenses & Designations

BC

Issued 06/02/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2021

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

BC

Issued 04/20/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jean Teddy Rateau.
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