Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Ann Smith is a financial advisor with Lincoln Financial Distributors, Inc.. Lee Ann is a Series 6 and Series 63 licensed professional with over 17 years of experience in the financial services industry. Lee Ann has previously held positions with LINCOLN FINANCIAL ADVISORS CORPORATION and SEI INVESTMENTS DISTRIBUTION CO.. Lee Ann specializes in providing financial advice to individuals and families in the Fort Wayne, IN area.
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
01/25/2013 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/27/2006 - 09/16/2009
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
10/30/2002 - 10/31/2006
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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