Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Maguire is a financial advisor with LPL Financial LLC, with over 25 years of experience in the industry. Lincoln is registered with FINRA and has been licensed to provide investment advice and services in Connecticut since 2006. Lincoln holds Series 63, Series 65 and Series 7 licenses. In addition to LPL Financial LLC, Lincoln has held previous positions with several firms, including Equity Services, Inc., InvesSmart Securities, LLC, Cap Pro Brokerage Services, Inc., Allmerica Investments, Inc., Princor Financial Services Corporation, and MIMLIC Sales Corporation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
12/14/2006 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
03/15/2006 - 12/05/2006
EQUITY SERVICES, INC. (EAST HARTFORD CT)
PA
03/09/2005 - 12/16/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
OH
11/29/2000 - 01/19/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MA
07/09/1996 - 10/24/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
10/13/1995 - 06/21/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
06/28/1993 - 12/31/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MN
11/06/1992 - 05/20/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 09/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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