Unclaimed
Lincoln Tyler Eggertz is a financial advisor with Wilson-Davis & CO., Inc., located in Salt Lake City, UT. Lincoln has over two years of experience in the financial industry and is registered to provide investment advice in Utah. Lincoln holds the Series 63, Series 7TO, Series 24, and SIE licenses. Prior to joining Wilson-Davis & CO., Inc., Lincoln worked at ALPINE SECURITIES CORPORATION. Lincoln is dedicated to providing personalized financial advice and 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.
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.
1
2
UT
04/11/2024 - Present
Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)
UT
03/15/2022 - 03/28/2024
ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)
BC
Issued 11/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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