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Joseph Wolf

Lincoln International LLC

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About Joseph Wolf

Joseph Wolf is a financial advisor with Lincoln International LLC. Joseph holds the Series 63, 79TO, and SIE licenses and is registered with the states of California, Illinois, New York and Texas. Joseph has been in the industry since July 17, 2022 and has worked at Lincoln International LLC since July 18, 2022.

Firm Information

Joseph Wolf is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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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Joseph Wolf’s Registration & Firm History

CA

07/18/2022 - Present

Lincoln International LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 08/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Wolf.
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