Unclaimed
Matt Mocharnuk is a financial professional with over 15 years of experience in the financial services industry. Matt is currently registered with Lincoln Financial Distributors, Inc. and has been with the firm since 2010. Matt has a strong background in Investment Company Products/Variable Contracts and holds Series 6, 26 and 63 securities licenses. Matt's focus is on providing customized financial advice to clients in North Carolina.
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
NC
09/27/2010 - Present
Lincoln Financial Distributors, Inc. (GREENSBORO NC)
NC
06/07/2006 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
08/24/2005 - 06/07/2006
JEFFERSON PILOT SECURITIES CORPORATION (GREENSBORO NC)
BC
Issued 03/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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