Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Marie Taylor is a financial professional licensed to conduct securities business in Indiana. Katie is currently registered with Lincoln Financial Distributors, Inc. and has been in the securities industry since 2019. Katie has passed the Series 6TO and SIE exams and is a Series 6 licensed individual. Prior to her current role, Katie was registered with Lincoln Financial Advisors Corporation.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
02/10/2021 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/21/2019 - 12/08/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 06/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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