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Michael Eric Sheren

Lincoln Financial Distributors, Inc.

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About Michael Eric Sheren

Michael Eric Sheren is a financial advisor with Lincoln Financial Distributors, Inc. Michael has been in the industry since 2013 and has held previous roles with Lincoln Financial Advisors Corporation, Banc One Securities Corporation, and H&R Block Financial Advisors, Inc. Michael is licensed to provide financial advice in the state of Indiana.

Firm Information

Michael Sheren 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 Sheren’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

04/24/2017 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IL

07/24/2001 - 07/11/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MI

10/26/1998 - 07/12/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 03/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/23/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Eric Sheren.
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