Unclaimed
Karli Ann Cantrell is a financial professional with over eight years of experience in the industry. Karli Ann is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Karli Ann has a Series 6 and Series 63 license and has passed the SIE exam. Karli Ann's professional background includes working in the financial services industry.
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
06/26/2014 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 07/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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