Unclaimed
Kristie Lynn Brooks is a financial professional with over 20 years of experience in the industry. Kristie has been registered with Lincoln Financial Distributors, Inc. since 2005. She is also a Registered Principal with Lincoln Financial Advisors Corporation, a position she held from 2015 until May 2024. Kristie is currently licensed in Indiana and holds the Series 6, 26 and 63 licenses.
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
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
04/03/2015 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/25/2005 - 11/04/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
PA
04/21/2003 - 03/01/2005
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IN
11/10/1999 - 04/19/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/10/1999 - 04/19/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristie Brooks is the right advisor for you? Invested Better is here to help.