Invested Better
Unclaimed

Unclaimed

Unclaimed

Katelyn Marie Miele

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katelyn? Claim Your Profile

About Katelyn Marie Miele

Katelyn Marie Miele is a financial advisor with Lincoln Financial Distributors, Inc. Katelyn has been in the financial industry since 2018 and has a Series 6, Series 63, and SIE license. Katelyn is registered in New Jersey and Pennsylvania. Prior to joining Lincoln Financial Distributors, Inc., Katelyn worked at Lincoln Financial Advisors Corporation.

Firm Information

Katelyn Miele 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katelyn Miele’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

05/18/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

11/13/2017 - 03/11/2022

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

Not sure if Katelyn Marie Miele is right for you?

Licenses & Designations

BC

Issued 11/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Katelyn Marie Miele. Review regulatory record here.
Not sure if Katelyn Marie Miele is right for you?