Unclaimed
Margaret Ann Younis has over 23 years of experience in the financial services industry. Margaret is currently registered with Lincoln Financial Distributors, Inc. and is located in Fort Wayne, Indiana. Margaret has held previous positions with Lincoln Financial Advisors Corporation and OneAmerica Securities, Inc. Margaret is licensed to sell securities in Indiana.
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
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
12/22/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/18/2013 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/03/2012 - 11/05/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
11/04/2003 - 03/18/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
TX
07/30/1999 - 07/18/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
04/12/1999 - 07/01/1999
UNIFIED MANAGEMENT CORPORATION (INDIANAPOLIS IN)
BC
Issued 12/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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