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Michael Castaldi

Lincoln Financial Distributors, Inc.

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About Michael Castaldi

Michael Castaldi is a financial professional registered with Lincoln Financial Distributors, Inc. Michael's professional experience began in the financial industry in July 2022. Michael is a Series 6TO and SIE exam holder. Michael is registered with FINRA.

Firm Information

Michael Castaldi 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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Michael Castaldi’s Registration & Firm History

PA

07/12/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

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Licenses & Designations

BC

Issued 07/12/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Castaldi.
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