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Joshua Isaac Scher

Lincoln Financial Distributors, Inc.

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About Joshua Isaac Scher

Joshua Scher is a financial advisor with Lincoln Financial Distributors, Inc. in Fort Wayne, IN. Joshua has over 20 years of experience in the financial services industry. Joshua is registered with the following states: Delaware, Maryland, Massachusetts, New Hampshire, Pennsylvania, and Virginia. Joshua holds the Series 7, Series 24 and Series 63 licenses. Joshua has previously worked at LINCOLN FINANCIAL ADVISORS CORPORATION, T. ROWE PRICE INVESTMENT SERVICES, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., GENWORTH FINANCIAL SECURITIES CORPORATION, C. J. M. PLANNING CORP., PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

Firm Information

Joshua Scher 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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Joshua Scher’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

10/26/2023 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MD

10/19/2017 - 12/20/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

NY

12/12/2005 - 07/24/2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

IL

10/24/2005 - 12/07/2005

GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)

NJ

01/15/2002 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

MA

11/30/2000 - 01/02/2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

NJ

04/17/2000 - 10/10/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 05/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Isaac Scher.
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