Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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