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Joan M McKee

Lincoln Financial Distributors, Inc.

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About Joan M McKee

Joan McKee has been in the financial services industry since 1996. Joan is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, IN. Joan has also previously been registered with several other firms including Lincoln Financial Advisors Corporation, NFP Securities, Inc., GWFS Equities, Inc., Fidelity Investments Institutional Services Company, Inc., Hartford Equity Sales Company Inc., and Aetna Capital Management, Inc. Joan has a Series 6 and Series 63 license as well as the SIE exam. Joan has also been licensed in Connecticut, Massachusetts, Rhode Island, and the United States.

Firm Information

Joan McKee 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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Joan McKee’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

07/17/2017 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/04/2011 - 10/05/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

CT

09/05/2006 - 11/02/2010

NFP SECURITIES, INC. (FARMINGTON CT)

CT

09/12/2005 - 08/23/2006

GWFS EQUITIES, INC. (AVON CT)

RI

07/31/2000 - 05/28/2004

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

CT

06/14/1993 - 03/01/2000

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

04/10/1990 - 07/19/1991

AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 10/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joan M McKee.
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