Unclaimed
Jeffrey Stephen Rudloff is a financial advisor with over 17 years of experience in the financial services industry. Jeffrey currently works with Lincoln Financial Distributors, Inc. He is registered with FINRA. Jeffrey has a Series 6, Series 63 and SIE licenses. Jeffrey is based in Fort Wayne, IN and has previously worked for Lincoln Financial Advisors Corporation and Delaware Distributors, L.P.
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
12/09/2014 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/04/2010 - 12/01/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
08/13/2001 - 08/13/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NA
09/06/1994 - 09/30/1994
NEW ENGLAND SECURITIES
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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