Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Geltz is a registered investment advisor representative with SPC, a firm with a strong track record of providing comprehensive financial services. Lincoln has over 35 years of experience in the industry, having previously worked at Park Avenue Securities LLC, Guardian Investor Services Corporation, Mutual Service Corporation, and Offerman & Co., Inc. Lincoln is licensed to provide investment advisory services in several states, including South Carolina, Michigan, Georgia, and Ohio. Lincoln also holds multiple industry certifications, including the Series 63, Series 65, Series 7, and SIE exams. Outside of investment services, Lincoln also provides insurance sales services through Infinity Counsel Group P.C. in Salem, SC. Lincoln is committed to helping individuals and families achieve their financial goals through personalized financial planning and investment management strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
SC
10/18/2024 - Present
SPC (Salem SC)
NY
05/03/1999 - 01/10/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/22/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/30/1987 - 02/21/1989
MUTUAL SERVICE CORPORATION
NA
01/21/1987 - 05/11/1987
OFFERMAN & CO., INC.
IA
Issued 06/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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