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Margaret Ann Younis

Lincoln Financial Distributors, Inc.

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About Margaret Ann Younis

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.

Firm Information

Margaret Younis is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret Younis’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Younis.
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