Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Korfanty is a financial advisor who is currently registered with Charles Schwab & Co., Inc. Lincoln has been in the financial industry since January 9, 2023. Lincoln holds Series 63, 7TO, 9, and 10 licenses and the SIE designation. Lincoln has a strong background in the financial services industry. Lincoln is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/10/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 02/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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