Unclaimed
Jon Kimmel is a financial advisor at Lincoln Financial Distributors, Inc. Jon has over 30 years of experience in the financial services industry. Jon has held previous positions at Lincoln Financial Advisors Corporation, Mutual Service Corporation, First of Philadelphia Investment Group, Inc., Tucker Anthony Incorporated, and Advest, Inc. Jon is registered to provide securities services in Pennsylvania, Rhode Island, and Vermont.
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
PA
12/31/2000 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IN
07/08/1999 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
01/06/1995 - 07/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
08/13/1990 - 11/10/1994
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
MA
07/28/1988 - 09/09/1989
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
06/25/1986 - 08/09/1988
ADVEST, INC.
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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