Unclaimed
Jerry W. Bevan is a financial advisor who has been in the industry since 2006. He is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, Indiana. His previous experience includes working at Lincoln Financial Advisors Corporation and Prudential Investment Management Services LLC. He is licensed to sell securities in 8 states. His certifications include Series 6 and SIE.
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
08/14/2008 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
06/19/2006 - 07/25/2008
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BC
Issued 08/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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