Unclaimed
Linda Screeton is a financial advisor in FORT WAYNE, IN. Linda has been in the industry since 2002. Linda is a Registered Representative of Oneamerica Securities, Inc. and is also registered as an Investment Advisor Representative. Linda has her Series 7, Series 66, and SIE licenses. She also holds the Certified Financial Planner designation. Linda has worked at both Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in the past. Linda also provides tax preparation services for family and friends.
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.
1
2
IN
03/09/2005 - Present
Oneamerica Securities, Inc. (FORT WAYNE IN)
IN
12/19/2001 - 11/15/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/19/2001 - 11/15/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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