Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Marwitz is a financial advisor with Lincoln Financial Distributors, Inc. located in Fort Wayne, Indiana. Jeffrey has been in the industry since January 22, 2002. He has a wide range of experience, having previously worked with Lincoln Financial Advisors Corporation, Associated Investment Services, Inc., Prudential Investment Management Services LLC, Prudential Retirement Brokerage Services, Inc., and Diversified Investors Securities Corp. Jeffrey holds a Series 63, Series 7, Series 26, and SIE license and is registered in several states including Delaware, Florida, Illinois, Indiana, Maryland, Pennsylvania, Texas, and Wisconsin.
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
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
07/31/2013 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
WI
11/22/2012 - 06/10/2013
ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IL
12/06/2004 - 12/08/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (CHICAGO IL)
CT
12/22/2000 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
NY
03/18/1998 - 03/19/1999
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Marwitz is the right advisor for you? Invested Better is here to help.
