Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Leckey is a financial professional with over 20 years of experience in the industry. Kathleen is currently registered with Lincoln Investment in Fort Washington, Pennsylvania. Prior to joining Lincoln Investment, Kathleen was with Prudential Annuities Distributors, Inc. and Pruco Securities, LLC. Kathleen has a strong background in financial planning and portfolio management. She is dedicated to providing personalized financial guidance to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/05/2021 - Present
Lincoln Investment (Fort Washington PA)
PA
06/14/2018 - 01/09/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
NJ
06/27/2018 - 04/10/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
PA
09/03/2014 - 03/26/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
01/02/2013 - 06/04/2014
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
07/28/2008 - 12/19/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NC
01/12/2005 - 06/18/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
08/14/2002 - 01/06/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
08/20/1999 - 08/14/2001
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
05/15/1996 - 05/21/1999
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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