Unclaimed
Kellie Elizabeth Szabo is a financial advisor with Lincoln Financial Distributors, Inc. Kellie has been in the financial services industry since 2009 and has worked for Lincoln Financial Distributors, Inc. since 2008. Kellie holds the Series 6, Series 63, and SIE licenses and is registered in Michigan.
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
11/06/2015 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
07/04/2008 - 07/02/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 08/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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