Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Redman Collins is a financial advisor based in Bozeman, Montana, registered with World Equity Group, Inc. With over 20 years in the financial industry, Lincoln has a breadth of experience in providing financial planning and investment management services to individuals, businesses, and retirement plans. Lincoln holds Series 7, Series 6, Series 63, and Series 26 licenses. Lincoln is passionate about helping clients reach their financial goals and is dedicated to providing personalized service and expert advice.
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.
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.
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2
MT
01/02/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
06/22/2018 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
04/27/1989 - 12/16/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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