Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Wozniak is a financial advisor with Lincoln Investment and Capital Analysts. Jerald has been in the industry since January 19, 1984, and is currently registered with both firms in Pennsylvania. Jerald holds a variety of licenses and designations, including Series 6, 7, 24, 26, 63 and 65. Jerald specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Jerald has a long history of serving clients in the Wexford, PA area, and is committed 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/05/2011 - Present
Lincoln Investment (Wexford PA)
NA
01/20/1984 - 02/28/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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