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John Thomas Martoncik

Lincoln Financial Distributors, Inc.

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About John Thomas Martoncik

John Martoncik is a financial professional with over 29 years of experience in the industry. John is currently registered with Lincoln Financial Distributors, Inc. John has held previous roles at CUNA Brokerage Services, Inc., Neuberger Berman LLC, Ceros Financial Services, Inc., Investment Planners, Inc., Transamerica Capital, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, CitiStreet Equities LLC, Vestax Securities Corporation, Walnut Street Securities, Inc., and Allmerica Investments, Inc.. John holds FINRA Series 6, 7, 62, 63, 66 and SIE licenses and is currently registered in Alaska, Idaho, Oregon and Washington.

Firm Information

John Martoncik 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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John Martoncik’s Registration & Firm History

PA

08/19/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IA

12/20/2016 - 08/24/2022

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

04/24/2014 - 08/16/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

MD

01/23/2014 - 04/04/2014

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

IL

12/19/2013 - 01/29/2014

INVESTMENT PLANNERS, INC. (DECATUR IL)

CO

06/16/2009 - 11/22/2013

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

12/17/2004 - 06/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

07/30/2002 - 10/11/2004

CITISTREET EQUITIES LLC (SOMERSET NJ)

OH

03/03/1999 - 05/31/2002

VESTAX SECURITIES CORPORATION (HUDSON OH)

CA

03/16/1994 - 03/03/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

02/17/1992 - 06/09/1993

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 06/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/21/1995

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 02/11/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Thomas Martoncik.
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