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Kellie Elizabeth Szabo

Lincoln Financial Distributors, Inc.

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About Kellie Elizabeth Szabo

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.

Firm Information

Kellie Szabo 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.

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Kellie Szabo’s Registration & Firm History

PA

11/06/2015 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

PA

07/04/2008 - 07/02/2014

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Elizabeth Szabo.
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