Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Taylor Steelman is a financial advisor with UBS Financial Services Inc. Lincoln is registered with the state of North Carolina. Lincoln has been a financial advisor since 2004. Prior to joining UBS, Lincoln worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lincoln's areas of expertise include retirement planning, estate planning, and college savings. Lincoln is committed to providing personalized financial advice to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
01/17/2020 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
10/23/2009 - 01/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/03/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
08/11/2004 - 09/21/2006
METLIFE SECURITIES INC. (HAMPTONVILLE NC)
NC
08/11/2004 - 09/21/2006
METROPOLITAN LIFE INSURANCE COMPANY (HAMPTONVILLE NC)
BOTH
Issued 08/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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