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Leticia V Marshall

Lincoln Financial Distributors, Inc.

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About Leticia V Marshall

Leticia Marshall is a registered representative with Lincoln Financial Distributors, Inc. Leticia has been in the financial services industry since March 29, 2000. Leticia holds Series 7 and Series 63 licenses. Leticia has worked for several other firms including Nationwide Investment Services Corporation, National Planning Corporation, CUNA Brokerage Services, Inc., Wells Fargo Funds Distributor, LLC, Strong Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Leticia is currently registered in California, New Mexico, Pennsylvania and Puerto Rico.

Firm Information

Leticia Marshall 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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Leticia Marshall’s Registration & Firm History

PA

03/02/2021 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

OH

04/28/2015 - 02/08/2021

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

PA

11/03/2014 - 04/17/2015

NATIONAL PLANNING CORPORATION (WYOMISSING PA)

IA

02/06/2013 - 10/17/2014

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

OH

03/01/2006 - 01/09/2013

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NC

04/11/2005 - 12/31/2005

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

WI

03/03/2003 - 04/11/2005

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

MN

06/07/1999 - 09/19/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/07/1999 - 09/19/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leticia V Marshall.
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